Oct 28 2020
FOX hosts a panel on “Rebuilding Economies,” and invites Ivo Daadler, President of Chicago Council on Global Affairs and John Dionne, Senior Lecturer at Harvard Business...
The Rising Generations’ Relationship With Money
Oct 27 2020
How families talk about money is important. Although it often can feel awkward to get started, Nathan Dungan, Founder and President of Share, Save, Spend,® gives tips, tools...
Oct 27 2020
Successive generations want to leave a legacy, and are looking at future prospects and pathways for the family office to be a more diverse workplace. Why does diversity...
Family Office Value, Cost, and Complexity Factors
Oct 27 2020
FOX recently conducted a research project to study how family offices explain their value to clients, as well as to look at the complexity and cost allocation of family...
Building Trust and Consensus in the Family
Oct 27 2020
The element of trust is perhaps one of the most crucial pieces within the family and the family office. Here Jeff Strese, Adjunct Faculty at SMU and Head of Leadership...
Industrial Revolution 4.0 in the Family Office – The Digital Age and Future of Technology
Oct 21 2020
Responding Swiftly to the Pandemic Challenge
Leading up to 2020, family office technology providers made significant improvements with expanded offerings and new entrants....
The Rising Generation’s Relationship with Money
Oct 21 2020
Nathan Dungan thinks frequently and deeply about who and what is shaping our money habits and values. In fact, that will be the focus of his breakout session—The Rising...
Resilience & Recovery in Unprecedented Times
Oct 20 2020
Bill Lyons is the Senior Director for the Institute for Family Culture at Abbot Downing. Here Lyons defines resiliency, shares six domains of resilience and recovery, and...
Constructing Meaningful and Impactful Investment Portfolios Panel
Oct 20 2020
Here Michael Hotz (Vice President at Asset Consulting Group) and Katherine Kroll (Senior Institutional Sustainable Investing Specialist at Brown Advisory) share current...
Delivering Value Through a Trusted Advisor Ecosystem
Oct 09 2020
One of the most important aspects of the family office today is delivering value through a trusted advisor ecosystem and advancing your partnerships. Here we explore three...