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Much of the work we do at Family Office Exchange focuses on identifying the trends and issues having an immediate or imminent impact on families of wealth. In this session, we’ll explore what’s on the minds of members, including issues related to tax reform and how families are responding to the recent changes, the evolving role of a fi...

The FOX Spring Global Investment ForumTM was held in San Francisco on March 13th. The Forum brought together many of the most sophisticated investors of private capital across the FOX community. The Forum addressed many of the increasing challenges that investors have when investing long-term capital in this time of significant disruption.

Imagine what the year 2030 might look like for you and the people you serve. What key trends must be watched as we anticipate the world over the next 10 to 15 years? As a community dedicated to providing for families of substantial wealth, what can we do today to not only plan for, but also influence our shared future? How can we focus our thinking...

Blockchain may be the name of the biggest, most imminent upheaval in the way we function since the advent of the World Wide Web in 1990. What is Blockchain, and what does it mean for your office? In this session, our guest technology expert, Carlos Arena of R3, will lead a discussion on blockchain and distributed ledger technology (DLT) and the cha...

How do families manage dynamic-and often disruptive–environments? Sam Barnett, a neuroscientist and mathematician, shares how he approaches changing times with active research. His family has been innovating for over a century and has seen its business evolve from a Chicago garment factory to America’s largest provider of medical suppli...

One of the most common questions wealth advisors are hearing from clients this year is: “What changes should I be most concerned about?” This session will help provide knowledgeable answers based on the latest macroeconomic trends. Gain insights on the impact to investing and portfolio management to help minimize the disruptio...

What separates certain professionals from the rest of the pack, particularly in disruptive times as we’re in now? Is it skill, or knowledge? Is it expertise, or seniority? Or is it simply charisma? By taking the Fascination Personality Assessment you’ll have access to a decade of research on how you can add value in business. Gain insig...

Identifying trends and issues having an immediate and future impact on families of wealth is the focus of much of the research at Family Office Exchange. Gain insights on the trends emerging in the family wealth industry.

There are a number of trends enabling innovators in ways and at speeds never before experienced. Today’s creators are enabled to develop innovative products, manufacture them, and get them to market at an unprecedented pace. What is known as the “Maker Movement” is empowering thousands of innovative revolutionaries throughout the ...

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...

The dynamics surrounding issues of wealth – including income inequality, economic mobility, and the tension between public and private personas – are often tricky to manage, especially in the current toxic sociopolitical climate. While there is no “right” answer, discussions with peers can be an important starting point for ...