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The Corporate Transparency Act Final Rule took effect on January 1, 2024. Hear the latest in terms of implementation of CTA and what other family offices are doing in order to gear up to comply with their initial BOI report obligations. Also, you will have the opportunity to get your questions answered and more during the presentation. The discu...

FOX honored Shannon Kennedy, Head, BMO Wealth Management - U.S., with the Glen W. Johnson Legacy Award. The award is presented to a distinguished individual with extraordinary business achievements and who demonstrates Glen’s values and characteristics. Glen was a great admirer of Shannon and we can’t think of a more deserving inaugural recipi...

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...

Join FOX for an insightful discussion with SEC Commissioner Hester Peirce. The Commissioner will share her thoughts on regulation impacting family offices, family businesses, and investments. Hester M. Peirce, SEC Commissioner Peter Moustakerski, CEO, FOX

This session will help attendees understand how to manage the challenging insurance market including steeply rising insurance P&C premiums and canceled policies. Speakers will discuss how to keep premiums down as much as possible and how to work with brokers to ensure you’re considering the best strategies for dealing with this challenging insu...

Sharing, documenting, and preserving family narratives are an important part of wealth planning and governance. This session explores how family histories can set a foundation for connection and continuity. Karen McNeill, PhD, Managing Director, Family History, Ascent Private Capital Management of U.S. Bank Moderated by Scott Winget, Enter...

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...

Michael Saylor, Chairman and CEO of MicroStrategy and the largest public company investor in Bitcoin, shared his experiences and approach to adding Bitcoin to his company’s balance sheet. He also shared his insight on Bitcoin energy usage, safety, and the current regulatory framework. Michael Saylor, Chairman and CEO, MicroStrategy Moderated by...

This conversation centered around all things Digital Assets including, but not limited to, the current and future applications of stablecoins and how they are regulated, crypto credit lending, and what risks to look out for. Patrick Corker, Vice President Finance, Treasury and Corporate Development, Circle Moderated by Nick Rhoads, FOX Advisory...

Each year, the Global Risks Report, published by the World Economic Forum at Davos, in partnership with Marsh & McLennan Companies and Zurich Insurance Group, is a critical guide to explore some of the major challenges and risks of the world. Understand how decision-makers across the industry can find opportunity amid today’s global chall...

Get a first look at the new FOX research on managing opportunities and risks in the family enterprise. This research focuses on a process for the family to address future uncertainties, recognizing both known and unknown risks a family may face in the 21st century. Families who can embrace change, seek opportunity, and manage uncertainty will ...

Presented at the 2018 FOX Family Security WorkshopJuly 18-19, 2018With cyber breaches making headlines with increasing frequency and magnitude and as more and more family offices have become targets of cyberattacks, it is no surprise that concerns about cybersecurity keep family office executives awake at night. During this working lunch, participa...

Presented at the 2018 FOX Family Security WorkshopJuly 18-19, 2018In a world where social media makes personal privacy a challenge, how can you keep your family safe? Just as you have a process for evaluating business and investment risks, the process for assessing personal security risks should help you identify areas of vulnerability and outline ...

Presented at the 2018 FOX Family Security WorkshopJuly 18-19, 2018Brent White discussed proven methods of bypassing popular physical security controls and employees, using only publicly available tools and social engineering. See war stories from assessments, and the frightening simplicity of gaining unauthorized physical access to many things...