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All families have drama. However, in complex family and family-business environments, the toxic residue the drama leaves can’t easily be tolerated. Fortunately, we know the antidote: conscious, trust-based leadership. In this session, Jim Dethmer, advisor and co-author of The 15 Commitments of Conscious Leadership, will facilitate an int...

Successful business-owning families know that a set of timely decisions is required to continually prepare and grow the family-operating companies. For the long-term success of the family, timely and thoughtful exploration of future planning for self and family is also required, but often overlooked. This session presents ideas and best practices f...

In Skin in the Game, a proposed TV show with a format similar to Shark Tank, the audience effectively runs the game, deciding which businesses get funded. Audience members also have the option to invest their own capital in the Skin in the Game fund. More than fun and games, it was designed with projections for job creation and ...

Family businesses transitioning from the owner-manager stage to a larger and more diverse family ownership group often lack the practices necessary to assure owner alignment and avoid conflict. Many times, owner groups are perched on the lip of what we call the “conflict spiral,” ready to descend into fractured communication and hostile...

Many FOX members have come to realize that effective education programs don’t just happen, they are creatively designed with specific outcomes in mind. Come to this session to hear from several chief learning officers who are positively impacting their families by designing engaging experiential programs for each generation. Program overviews and l...

This is a segment from the 2017 FOX Fall Forum seminar, Family Learning Programs: Designing for Engagement You can view the full video of the seminar, or explore more clips from it here:FOX Learning Center VisionSara Hamilton, Founder & CEO, Family Office ExchangeGroup Exercise on Family Readiness and Benefits of LearningKim Schn...

This is a segment from the 2017 FOX Fall Forum seminar, Family Learning Programs: Designing for Engagement You can view the full video of the seminar, or explore more clips from it here:FOX Learning Center VisionSara Hamilton, Founder & CEO, Family Office ExchangeCreating a Family Learning and Development Program Ruth Stever...

This is a segment from the 2017 FOX Fall Forum seminar, Family Learning Programs: Designing for Engagement You can view the full video of the seminar, or explore more clips from it here:Group Exercise on Family Readiness and Benefits of LearningKim Schneider Malek, Founder, Family/Enterprise Alliance, LLC, Kischma ConsultingCreating ...

This is a segment from the 2017 FOX Fall Forum seminar, Family Learning Programs: Designing for Engagement You can view the full video of the seminar, or explore more clips from it here:FOX Learning Center VisionSara Hamilton, Founder & CEO, Family Office ExchangeGroup Exercise on Family Readiness and Benefits of LearningKim Schn...

This is a segment from the 2017 FOX Fall Forum seminar, Family Learning Programs: Designing for Engagement You can view the full video of the seminar, or explore more clips from it here:FOX Learning Center VisionSara Hamilton, Founder & CEO, Family Office ExchangeGroup Exercise on Family Readiness and Benefits of LearningKim Schn...

Andy Anderson and his team at Wells Fargo have found that wealthy families are interested in the details of their family histories, not so much to boast about their great business success or to impress their descendants, but to demonstrate that family wealth came with profound dedication, an immense amount of hard work, and often great sacrifice. I...

Randolph B. Godshall will speak from his experience as a respected litigator about family-conflict litigation and how to avoid such legal wrangles by working through differences in perspectives. Randolph will reference his extensive client work to identify proactive and preventative strategies and tactics to better understand the root causes. Ann B...

As research continues to validate the need for cultural alignment within families as well as between families and the advisors who serve them, there is continued need for effective assessments that measure culture and clear approaches to manage sustainable change. Tim Kuppler will guide participants through The Organizational Culture Inventory®&nbs...