Generation 1-2 Builders: Designing a Shared Vision for the Hojel FamilyPresenters: Phyllis C. Hojel, Gen 1 Founder, HM International, LLC, MexicoRichard C. Hojel, Gen 2 Family Leader, HM International, LLC, MexicoModerator:Margaret Vaughan Cox, President, MCV ConsultingSession Description: Richard Hojel was a unique Mexican business owner who ...
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Looking Forward to New ChallengesPresenter: Sara Hamilton, Founder and Chief Executive Officer, Family Office Exchange Session Description: Sara Hamilton kicked off the 30th Anniversary Forum by reflecting on the profiles and priorities of wealth owners over the last three decades, emphasizing how they evolved in each period. Focusing on...
The Engaged Beneficiary: What You Need to KnowPresenters: Bob Hammett, Vice President, Chifam LLCStephanie Hammett, Chifam LLC, Next GenSarah Kerr Severson, Partner, Schiff Hardin, LLCSession Description: Participants learned what it means to be an engaged and responsible beneficiary, and explored the roles and responsibilities of a trustee. T...
Generation SuccessionPresenters: Nate Imfeld, Attorney, Foley & Lardner, LLPTorri Hawley, Windway Capital, Next GenSession Description: The speakers explored the good, the bad, and the ugly around succession and generational transitions of power and control within families of wealth. Seventh generation family members discussed their recent...
Crafting ImpactPresenter: Justin Rockefeller, Global Director of Family Offices and Foundations, AddeparSession Description: A 5th generation family member from a storied family shared how he learned to blend family legacy and family values to shape a new approach to managing capital and philanthropy, striving for a greater impact in the world...
OverviewThe 2019 FOX Rising Gen Forum, one of two held this year, provided an opportunity for family members in their 20s, 30s and 40s to meet and build relationships with other members of the Rising Gen community who are in similar situations. The Forum provided a place where they could have the authentic conversations they might not be able to wi...
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FOX is a great place to work for professionals with an interest in advancing the practice of wealth management worldwide. We were the first and continue to be the industry-leading membership organization that brings together families, family office executives, and trusted advisors to build a community focused on networking,...
Core Values and Pillars for SuccessWorking at Family Office Exchange (FOX) provides opportunities to interact with enterprise families, family office executives, and their trusted advisors. We are committed to providing our members with networking, continuous learning, and objective guidance.The team at FOX is dedicated to three key pilla...
Thank you to our 30th Anniversary Forum Exhibitors! Congratulations to our Raffle Winner!Nancy Larson, Anderson Financial Corporation
OverviewThis year’s Forum marked a significant milestone as we celebrated a generation of working closely with families, Family Offices, and trusted advisors from 18 countries. Participants learned from successful families of impact as they shared their challenges and successes in bridging multiple generations. Our featured families shared stories ...
Six Stages of Readiness for ChangeJames GrubmanPhD, Family Wealth ConsultingThis session was originally presented at the FOX Executive Council '04 meeting in Chicago, IL on September 12, 2019.Stages of Change/Readiness Model James GrubmanPhD, Family Wealth ConsultingGoing in to more depth, this video offers some tips and techniques and what to look...
FOX 100 is our annual showcase of articles and whitepapers written by our members. Below are the 15 most popular pieces based on results from the FOX 30th Anniversary Forum held in October.
Sophisticated educational material from FOX advisor members, including whitepapers and videos, featured in the FOXConnects e-newsletter.