External Events with FOX Speakers

Moderator: Ann Dugan, Senior Managing Director, Family Office ExchangeEric Allyn, Chair, Welch AllynAmy Lynch, Family Office President & CEO, K & S LLC

The Southeastern Family Office Forum, taking place in Atlanta on September 25-27, will feature Impactful Strategies for Smooth Transitions: Aligning the Family and Family Enterprise. Mariann Mihailidis, Managing Director - Councils at FOX...

At 9:30am on April 25, Alexandre Monnier will interview Julia Balandina-Jaquier, Founder & Managing Director, JBL Consult.The 8th Impact Capitalism Summit is the largest gathering of family offices and other institutional investors interested in...

Recent and current research and findings related to family business and its impact on those that work with those families.

Seasoned Board members will discuss their experience as board members, and owners will discuss why their family decided it was time to include outsiders on the board, the benefits, and how they found the talent to sit on the board. Independent board...

The family enterprise’s wealth, which encompasses the business and the family, can be holistically managed through the use of a strategic framework, which results in a clear process for developing specific wealth management and growth tactics. ...

The mission of the inaugural Wealth Management Technology & Cybersecurity Summit is to bring together the Wealth Management community to learn first-hand from industry leaders and influencers for an inspiring day of knowledge sharing,...

Sara Hamilton, FOX founder and CEO, will moderate a panel discussion that will include family offices and advisors who have successfully deployed capital for impact and return across asset classes.