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In this interactive session, we’ll examine how adopting a listening framework and developing the skills to listen strategically can help elevate your effectiveness as an advisor. We’ll then connect the dots with real life examples of how executives have successfully applied a listening framework to communicate and resonate with clients ...
Be careful what you wish for—increasing longevity is bringing a host of unanticipated risks. Affluent families may now have active members spanning seventy years (ages 20 to 90), upending traditional succession and spending plans. Of greater concern is the risk of senior clients developing dementia, imperiling the wealth management relationsh...
According to the 2018 Edelman Trust Barometer, people’s trust in business, government, NGOs and media has yet to recover, revealing growing levels of mistrust globally. However, positive regulatory steps, a renewed focus on client satisfaction and data security, and a clearly communicated social purpose have helped the financial services indu...
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...
After decades of anticipation, the tectonic shift of demographics that would lead to the enormous transfer of wealth, monetization of private businesses and the ushering in of a new workforce are here. Based on FOX’s most recent research and insights, Karen Rush, Managing Director of Membership, and David Toth, Managing Director of Wealth Advisors,...
Leading family learning educators will each share 2-3 techniques that have been successful in supporting the unique learning objectives of some of their families. Explore which ones might resonate for you whether you are new at developing an educational curriculum or an experienced family that wants to go deeper. Time will be available for interact...
Many families have adopted strategic approaches to the way they run their businesses and their life in an integrated fashion. Some have applied business expertise to their philanthropic causes, and others have pursued impact across all of their investments to promote social and environmental returns. Representatives from three families will share t...
While we are accustomed to quarterly family meetings, monthly portfolio reviews, and annual family philanthropy gatherings, the environment in which families are learning is changing rapidly. At the same time, families are increasingly in search of more engaging learning opportunities for families. Families are seeking to inspire future wealth owne...
In this session we will explore how families make a difference on issues that are important to them through their businesses, their investing and their giving. Increasingly, we observe how families, wishing to make an impact with their wealth in their lifetime, have found creative ways to integrate both business concerns with philanthropic goals. B...
Upon the sale of the Knell family’s operating business, Harvey was confronted with a new set of challenges. How could he work to “let go early” like his father did so effectively, how he would support the transition of his family wealth, and most importantly to Harvey, how would he ensure critical skills were developed within his ...
A panel of FOX Enterprise Leaders will share best practices that global families use to strengthen their family enterprises. When the family values the continuation of the family and their enterprise beyond the original operating business, a set of guiding principles and practices lead the way for generations to come. Topics in this session will in...
One of the most valuable benefits of FOX membership is the peer perspective gleaned by participating in FOX surveys. FOX's Kristi Kuechler joined us as she provides highlights of what we learned in the 2018 Global Investment Survey. She shared information on family offices' allocations and 2017 performance, took a deep dive as to how fam...
This program is designed to enable FOX members to better understand if the businesses they work with should consider converting to or electing C corporation status in light of the Tax Cuts and Jobs Act, lowering the federal corporate tax rate to 21%. In this session, we explored:A Review of historic tax and nontax considerations related ...
Managing individuals is tough, especially if they are family members or from a different generation. Managers are bound to run into situations that they feel ill-equipped to handle, which leads to mistakes that can cost the organization in time, talent, money, and reputation. In this session, we’ll explore the typical situations where managers can ...