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Virtual Family Offices: Six Tips for Success
Cresset
Working remotely is part of the “new normal” in a COVID-19 environment, but to make it work well, you need the right people, the right attitude, and the willingness to take the time to
Fireside Chat with Mellody Hobson: "Is the Investment Industry Ready to be Color Brave™?"
NEPC
In this exclusive chat with Mellody Hobson, President and co-CEO of Ariel Investments, she speaks candidly about the importance and value of diversity in finance—how being color brave can
2020 FOX Foresight - Meet Families of Impact
Family Office Exchange
Meet Families of Impact Sophisticated families are looking for new ways to positively affect their communities and the world. Learn the innovative approaches of six families achieving lasting impact
2020 FOX Foresight - The Future of Wealth Management
Family Office Exchange
The Future of Wealth ManagementInnovation and disruption are the order of the day. No industry is unaffected – especially wealth management. Understand how it’s evolving so you can prepare for the
Venture Capital Positively Disrupts Intergenerational Investing
Cambridge Associates
As technological advances are disrupting and transforming companies in every sector, the traditional investing landscape is also being disrupted. Venture capital is at the core of the transformation
Voice of the Ultra-Wealthy Family: Evolving Client Behaviors and the Impact on Advisors
According to FOX research, changing client behavior impacts what services need to be provided, how to develop talent and even the way firms articulate their value in the marketplace. In this webinar
2019 State of the Family Office Industry
The FOX Family Office Study is intended to empower family leaders and family office executives to understand important metrics to measure family office value, identify areas for improvement, and plan
FOX Public Webinar: FOX Trends & Insights 2019
Family Office Exchange is committed to identifying trends and issues that have immediate and future impact on families of wealth. In this session, new FOX President Bill Sullivan and Chief Operating
Highlights from the 2019 Family Office Study - Benchmarking
Demonstrating the value of a family office is no small task. The pressing priorities of an office often leave little room to fully comprehend the impact of all moving parts. The 2019 FOX Family
You Can't Always Get What You Want: Talking with Children about Wealth and Entitlement
First Republic Private Wealth
Many wealth management clients often encounter the same issue—they want to know how to prevent their children from becoming entitled. From consulting with therapists, a parenting coach, and an