Navigate Uncertainty by Building VisionSpeaker:Robert Wolcott, Ph.D., Clinical Professor of Innovation and Entrepreneurship, Kellogg School of ManagementSession Description: If you don’t create your future with purpose and intention, you will become the past. Professor Wolcott shared his insight on the discipline required to build your vision ...
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Global Family Voices: Perspectives on Future Opportunities and ChallengesModeratorMiguel Lopez de Silanes Gomez, Managing Director, International Market, Family Office ExchangePanelistsMaarten de Groot, Chief Executive Officer, Eligius BVJeff Steiner, Head of Family Office, Mutual TrustSession Description: Family leaders and office executives ...
Preparing for the Great Transformation in the Global Macro EnvironmentSpeaker:Austin Kimson, Co-Founder and Senior Economist, Bain Macro Trends Group, Bain and CompanySession Description: Family Enterprises will be transformed by a shifting macro environment. Geopolitics, demographics, and technology are colliding to unleash a massive new boom...
The Essential Wellness Tool Kit – For You, Your Family and Your OrganizationSpeaker:Julie Wald, Founder and Chief Wellness Advisor, Namaste New YorkSession Description: Research shows that effective self-care practices can lead to success at work and at home. This session discussed the four pillars of well-being and how they inform the way we ...
FOX Compensation and Benefits StudySpeaker:David Toth, Managing Director, Family Office Exchange Ken Cameron, Director, Grant Thornton, LLPSession Description: Offering a competitive compensation plan is essential to attracting and retaining the top talent that can ensure a family office’s success. However, compensation is also consistent...
Lessons Learned from Seasoned Direct InvestorPanelists:Keith Harbison, Founder and Managing Partner, Alitus Partners, LLCStephen Hohenrieder, CEO and CIO, Meyer Family EnterprisesH. Scott Silverman, CEO, AgmanModerator:Kristi Kuechler, Managing Director, Investor Market, Family Office ExchangeSession Description: Direct Investing is a key inve...
Tax Planning Strategies for Real Estate Owning FamiliesPresenter: Tina Milligan, Managing Director, BMO Wealth Management – CTC | myCFO Patrick Moriarty, Partner, PwCSession Description: Much has been written about the sweeping tax law changes as part of the 2017 Tax Cuts and Job Act. Ultra-wealthy taxpayers and business owners alike are ...
Leadership: What Families Need Now Presenter: Jeff Strese, Chief Talent and Learning Officer, Tolleson Wealth ManagementSession Description: Family members from all generations are hungry for clarity on how to navigate the financial and emotional complexities of wealth. In order to do this well, families need leaders—all kinds, from ...
Is Data the New Alpha? Presenter: Hardeep Walia, CEO, Motif InvestingSession Description: Alternative data is no longer an alternative. The digitization of our world has created an unprecedented data revolution that creates alpha opportunities for family offices in otherwise efficient markets. This cutting-edge talk examined the latest in...
Global Risks and Your Risk Management Strategy Presenter: John Drzik, President, Global Risk and Digital, MarshSession Description: 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 ma...
Managing the Unexpected Using an Opportunity and Risk Framework Presenter: Sara Hamilton, Founder and CEO, Family Office ExchangeSession Description: Provided a first look at the new FOX research on managing opportunities and risks in the family enterprise. This research focused on a process for the family to address future uncertainties,...
Every Generation is a First GenerationPresenter: Chris Stillwell, Chairman, Stillwell Family Enterprise Marianne Stillwell, Chairman, Stillwell Motor Group Session Description: Embracing an enterprise view, the Stillwell Family of Australia has guided their family enterprise through generational shifts spanning 67 years. With intent...
Growing a Resilient Family and Building a Sustainable EnterprisePresenter: Alexandre Monnier, President, Family Office Exchange Session Description: What makes a resilient family thrive and a sustainable family enterprise strong across the generations? Attendees were offered a deeper look at FOX’s approach to Enterprise Thinking and how ...
OverviewIn periods of rapid change, the risks can sometimes seem overwhelming -- whether geopolitics, industry and market disruption, technological change, or cybersecurity concerns. However, one of the unanticipated benefits of change is the silver lining of new opportunities. The key to success is having the tools to identify innovative possibili...