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How we talk about money matters. It affects our quality of life and our wellbeing. Too often, today’s consumer culture shapes our money habits and values. This can lead to consequences such as increased stress and diminished wellbeing—regardless of net worth. Nathan will discuss how teens and young adults can think positively and proactively about ...

Across the country, organizations are seeking to be more thoughtful about how they approach the communities they serve and take steps to embed equity into their work. We’ll share examples of trailblazing leaders who have successfully integrated a more diverse workforce, as well as pitfalls to avoid if you want more diversity, equity, and inclusion ...

You know your office provides tremendous value, but do you know how to explain it to your clients? Our new FOX proprietary study will help you more meaningfully articulate the office’s value by aligning it with what your family leaders value. We’ll discuss how to message around your costs and complexity factors in relation to delivering services. A...

This year’s dramatic events have shifted the tone of conversations in many families, surfacing differing philosophical views and diverse risk-taking appetites. Join the discussion on how families can build trust across divides and strengthen relationships across the family. We’ll outline consensus-building steps and give you group exercise ideas to...

At the 2020 FOX Family Forum, family members, office executives, and their trusted advisors heard how other families have built plans to achieve positive change and successfully transition to future generations. Attendees came away with ideas, tools, and frameworks to help them map out next steps on the road to being a positive and productive enter...

In the face of a Global Pandemic and the economic and social volatility of 2020, principles of resilience and recovery were in the forefront of our thinking about wealth management and generational succession. Throughout history, these principles have been at the core of wealth creation and wealth transfer. Capacity to identify change, respond to c...

Whether in the form of investment themes like cannabis, cryptocurrency and artificial intelligence - or a values-based ESG approach, investors today have more opportunities than ever before. Two industry leaders led an interactive discussion about how to effectively integrate your personal values, beliefs and interests into your investment portfoli...

After pursuing a career in the skies - at 19, he was the youngest licensed jet transport pilot - and as a tech investor, Stockton Rush turned his curiosity and passion for exploration into OceanGate, a company that builds deep ocean submersibles and offers researchers and citizens alike a chance to take an expedition of a lifetime. We heard his pio...

Learn how process mapping can help firms improve quality of their client deliverables, operations, efficiency, and expenses.Robert E. Mallernee, CPA, CFA, Chief Executive Officer & System Designer, Eton Solutions, L.P.: Founder and CEO, Eton Advisors Group, LLCKaren Rush, Managing Director, Membership, Family Office ExchangeInsights and Key Tak...

Discuss how you’re supporting employees and family members during Covid-19, including mental health, education, and work-from-home policies.Arden O'Connor, CEO, O'Connor Professional GroupKatherine Richardson, EVP, Chief Human Resources Officer, PURE InsuranceRuth Easterling​, Managing Director, Member Services​, Family Office ExchangeInsights and ...

Find out what we learned about current family office compensation and benefits practices, including how Covid-19 has affected office structures.Cassie Atteberry, Principal, Talent Outside the LinesKen Cameron, Director, Grant Thornton, LLPGlen W. Johnson, Chief Operating Officer, Family Office ExchangeRob Storrick, Manager, Human Capital Servi...

Covid-19 has changed all the rules. The familiar guideposts and benchmarks are now moving targets. Will being virtual help or hinder finding talent? How about retaining it? Is work from home a temporary or permanent condition? Our panel discussion featured insights from experts who’ve faced down these challenging questions.Moderator: Peter Leo, Dir...

FOX’s Kent Lawson moderated a discussion on how family offices are incorporating automation to free resources for higher value add activities, leveraging data to make more informed decisions, partnering with third-parties to fill non-core capabilities, and ensuring it is all done with proper cybersecurity protocols to protect family data.Moderator:...

How are you managing changes in your family? How about the changes coming down the road? We shared examples of how the shift in family priorities and the influence of the rising generations are driving the family office evolution.Moderator: Glen W. Johnson, Chief Operating Officer, Family Office ExchangeMindy Kalinowski Earley, CMP, CFBA, Chief Lea...

The evolution of family priorities and the acceleration of technological advances are reshaping the future of the Family Office. We shared insights into the Future of the Family office across four pillars of change: Shifts in Family Priorities, Proliferation of Technology, Evolution of Talent Profile, and Rising Importance of Partnerships.Insights ...