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Family advisors often have a strong technical or financial background, but the importance of cultivating communication style, emotional intelligence, coaching skills, trust-building, and similar qualitative skills to serve clients cannot be overstated. Join a panel of peers who will share how they meaningfully engage with family clients and discuss...

Year-end provides a chance to review your tax situation to mitigate liabilities and leverage opportunities. Join FOX for a panel discussion on important items that US and Canadian taxpayers and their advisors should consider. This year, potential changes in tax laws, rising interest rates, and a challenging financial environment are all creating co...

Once the family enterprise is clear on which values it aims to preserve, the next step is to integrate and execute those values in an intentional way. Enter: The B Corps. Certified B Corporations are leaders in the global movement for an inclusive, equitable, and regenerative economy. Join this session to learn how one family office achieved B Corp...

Philanthropy is no longer just a box to check on the year-end planning list – over the last decade, strategic philanthropy has emerged as an invaluable tool for maximizing family engagement and creating targeted impact. This overlap of values and interests provides critical structure for families to come together to make targeted gifts. Panelists f...

While it is a challenge to move donors from a reactive position to an intentional giving mindset, there are proactive steps and a strategy to help achieve that transition and into a sustaining, long-term partnership of giving. In this peer dialogue event, Erinn Andrews, Founder and CEO of GiveTeam, outlines the strategy in three parts: (1) the dono...

Many wealth advisors and specialists have a strong technical or financial background, but the importance of cultivating interpersonal and relational skills to serve families cannot be overstated. Join a panel of exceptional peers who discuss the invaluable impact of continuous development in the everchanging environment many advisors and specialist...

Panelists will discuss philanthropic shifts happening with families and the advisor role in facilitating the planning. One advisor will tell their story of how they listen to the needs of families and support their client’s process toward achieving their philanthropic vision. Attendees will gain insight about evolving family philanthropy stra...

Wealth levels continue to rise, yet overall charitable giving has remained stagnant over the past forty years. What is on the horizon for philanthropy? How can families most effectively have an impact on society now and in the future? Kim Laughton, President of Schwab Charitable will share current giving trends including the tax benefits, new ideas...

You hear it repeatedly, Millennials and Women are set to inherit $41T in the next 10 years. What does this mean to your practice? What needs to change? What tools do you need and what resources are out there to meet new demands for investment with conscience? How can a thoughtful, perhaps slow, ethical approach align with the super-efficiency of ro...

A growing number of wealth owners around the world are actively involved in impact investing, supporting innovative, commercially viable solutions that drive transformation into a more just and sustainable society. In her new study, Catalyzing Wealth For Change, A Guide to Impact Investing for ultra-high net worth individuals, family offices, found...

Many of us struggle to identify the ways in which we can affect change in the world. It is obvious and easy to some, yet daunting to others. This panel will explore insights to enlighten, educate, inspire and motivate the audience in the quest for living an engaged and purposeful life by sharing their own experiences philanthropic action prompted b...

Impact investing is gaining significant momentum in the family office community, with families investing the majority of the more than $60 billion allocated to impact fund strategies. This three-hour seminar will provide a high-level overview of the key elements of impact investing for family offices across asset classes. Topics discussed will incl...

Impact investing continues to garner increasing attention in the financial media and amongst the investing community. While generating shared consensus and arriving at the decision to invest in line with your family values is a great accomplishment, many families face challenges when it comes to moving beyond conversations and formulating an actual...