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467 results found
SEMINAR 2: Family Learning Programs: Designing for Engagement
Publish Date:
Oct 23 2017

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...

Overview on Learning Styles and Assessment Tools
Publish Date:
Oct 23 2017

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...

Group Exercise on Family Readiness and Benefits of Learning
Publish Date:
Oct 23 2017

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...

FOX Learning Center Vision
Publish Date:
Oct 23 2017

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 ...

Engagement and Lessons Learned
Publish Date:
Oct 23 2017

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...

Creating a Family Learning and Development Program
Publish Date:
Oct 23 2017

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...

Changing Stories, Resolving Conflicts: Building Resilient Family Offices
Publish Date:
Apr 12 2017

Family businesses thrive when collaborative learning and stakeholder engagement remain high. In this environment, resilience increases enabling all levels of the organization to assess threats and respond effectively to crises. Effective decision-making (growing assets, good outcomes) also develops in this setting, facilitating the development of a...

Family Communications & Interactions - How Can Technology Help the Modern Family Office?
Publish Date:
Nov 30 2016

A Family Office is all about providing a tailored, bespoke experience to the family. How does a family office extend that into the digital world? Technology tools, when properly implemented, can provide the personalization needed to create a greater sensation of comfort and higher satisfaction for the family. The right offering can demonstrate...

Breakout Session 1: Family & Business History: A Gift to Future Generations of Your Family
Publish Date:
Oct 27 2016

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...

Managing Conflict: Triggers and Self-Tempering
Publish Date:
Oct 27 2016

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...

Aligning Culture: Making Culture Personal
Publish Date:
Apr 27 2016

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...

Opening Remarks – Strategies to Enhance Owner Engagement
Publish Date:
Oct 23 2015

Sara Hamilton is the Founder and CEO of Family Office Exchange (FOX), the definitive source of information and best practices associated with the business of managing the family enterprise and the family’s wealth across generations. The strength of the FOX network is derived from the collective knowledge and experience of over 460 globally-mi...

Workshop 4: Addressing Behavioral Health Issues and Addictions in the Family
Publish Date:
Oct 21 2015

Addiction and other chronic behavioral health issues can present significant risks to family well-being and wealth preservation, and recent research suggests higher incidence of these issues within affluent communities. In this workshop, Arden O’Connor, lead the discussion on the connection between money and addiction as well as other chronic...

A View From the Bridge
Publish Date:
Oct 23 2014

Neil Howe is a renowned demographer and authority on generations and social change. He develops and implements cutting-edge research, analysis, and consulting services to help clients understand how generations impact marketing and workforce issues as well as strategic and financial planning. As a historian, economist, and demographer, Neil Howe is...

Who are the FINANCIAL CREATIVES in your Family System?
Publish Date:
Oct 23 2014

The evolving expectations of family governance practices and family transitions are bringing a more diverse set of family members into the heart of family operations—including those members who self-identify (or could be identified) as FINANCIAL CREATIVES. Financial Creatives: those creative, but slow to open financial reports; entrepreneuria...