Family Office Exchange

Check out S2E31 of the FOXcast CEO Series, Deploying Options Strategies to Unlock Value for Family Portfolios!   FOX CEO Peter Moustakerski sat down with Dave Donnelly, Managing Director, at SpiderRock Advisors. Peter and Dave discuss options as a powerful tool in the toolbox of actively investing family members and family office CIOs. Dave provides an overview of how options overlay strategies can create value and unlock attractive possibilities for enterprise family portfolios. We are in a very dynamic and constantly shifting geopolitical, microeconomic, and financial markets environment, and family offices are tasked with balancing a number of, often competing, investment objectives, such as returns, risk, liquidity, and taxes, to name just a few. Dave shares some of the most notable opportunities in the current macro context that options strategies can afford to enterprise families and their family offices.   Do not miss this technical and educational conversation with one of the market leaders and foremost innovators in the options overlay strategy advisory space. https://lnkd.in/g72sbqCG #wealthmanagement #options #familyoffice #familyoffices #uhnw

Join us at the second annual virtual FOX Risk Management Summit, October 9-10. This public event is open to all FOX members, as well as non-members who are consumers or buy-side professionals of the cyber & security solutions. Risk management is a crucial component to the success of family offices and the families they serve. Risk management spreads across many areas of the organization and the family members including governance, insurance, education, and at the forefront, security – cyber, personal, and physical. All types of risk needs will be addressed at this two-day event including security areas such as cybersecurity, physical security, property protection, personal security, travel, and reputational protection. Click here to learn more and to register: https://lnkd.in/gzstjzDx #riskmanagement #security #familyoffice #familyoffices #uhnw

Regrettably, our team is unable to attend @Family Office Exchange's Technology Showcase in New Orleans this week due to Tropical Storm Francine. We hope the Family Office Exchange network and the broader New Orleans community stay safe. FOX attendees, please drop us a note if you'd like to connect: hello@tifingive.com Paul Lussow Blake Rohde Lynda Lee Katie Gervase Kent Lawson Betty Sanders, MBA, PMP, CAE Eric Myers

Our very own CEO, Peter Moustakerski, was recently featured in Scott J. Allen, Ph.D.'s podcast, Phronesis: Practical Wisdom for Leaders, episode 243: Seeing Around Corners.   Peter and Scott discus Navigating Change and Building Community, Maximizing Family Capital for Impact, Managing Complexity and Future Cycles, and Leading in the Family Context. Click the link below to listen in! https://lnkd.in/g6qPCUwN #familyoffice #familyoffices #wealthmanagement #uhnw

Join us on Wednesday, September 18, from 10:00 AM - 11:00 AM for our Public Webcast: 2024 State of the Ultra-Wealth Business: The Rise of the Family Wealth Advisor. Click here to learn more and register: https://lnkd.in/gszb_VEA We are in the midst of the greatest transfer of wealth in history paralleled by the greatest creation of wealth. This two-pronged engine of growth is having a massive impact on the Ultra-Wealth business and is transforming the very nature of how providers are serving their clients.   Jaleigh White, Director, Baird Family Wealth and our very own David Toth, President of Membership, will discuss family wealth trends based on our 2024 research. #wealthmanagement #wealthadvisor #familyoffice #familyoffices #uhnw

FOX is thrilled to announce Vanilla as a new Classic Technology Resource Partner! Vanilla is the world’s first Estate Advisory Platform, purpose-built by UHNW advisors and estate professionals to help family office and wealth management firms deliver a holistic, modern estate planning experience to their clients. With Vanilla, you can help clients ensure they have adequate legacy plans and tax optimizations as well as a clear family governance map. Furthermore, Vanilla delivers clear estate analysis to every client family.   Vanilla was created out of need in 2019. In his career as one of Barron’s top ranked independent advisors, Steve Lockshin understood the power of estate planning to bring enormous value to clients. But he also saw first-hand how manual the process was and how little clients understood. Steve founded Vanilla to simplify and automate the process of estate planning, making it easier for financial advisors and attorneys to give bespoke estate strategies at scale. Using a combination of AI and expert talent to transform a clients estate plan into rich visuals, Vanilla integrates it with a complete ownership driven balance sheet, and deliver both interactive and static custom reports.   To learn more, and to get in touch directly via Laura Jogani (Director - HNW & Family Office), be sure to visit Vanilla's FOX partner page at the link below and see them live at our upcoming Live Technology Showcase next week, September 10-12 in New Orleans. https://lnkd.in/gyT5CdBb 

**EARLY BIRD PRICING ENDS OCT. 28** Registration is now open for the FOX Family Office Design Workshop, Nov. 18-21.   This workshop covers basic principles of a well-run family office and provides tools and techniques to create, run, and professionalize the office.   Attend to learn the basics or get a refresher on how to improve operations of an early-stage office and take your office, or the one you are planning, to the next level. https://lnkd.in/gSqRaaKG #familyoffice #familyofficedesign #familyoffices #uhnw

Check out S2E30 of the FOXcast CEO Series, Fostering a Strong Culture to Achieve Lasting Family Unity! FOX CEO Peter Moustakerski sat down with Matt Wesley, Principal at the The Lovins Group. Matt emphasizes the concept of “forgiveness” as a fundamental prerequisite and event driver of family culture and the collective personality of the family. He explains why forgiveness is important and how it plays into the process of developing and solidifying the family “groupness” or culture. Some tools that he finds important are family storytelling, family rituals and expands on this idea by sharing some of his family rituals. He talks about why and how stories are important and suggests some practical ways families can put stories to work in their work of planning, preparing, and navigating the family’s multigenerational journey. This is a must-hear conversation with one of the leading thinkers and practitioners in the family wealth advisory profession who is both technically sophisticated and keenly focused on the family’s long-term purpose and well-being. https://lnkd.in/gkX3dKeu #familyoffice #familyoffices #generationalfamily #uhnw

2024 FOX Family Forum session highlight: Weaving Wealth and Wisdom: A 10x10 Learning Roadmap. Hear from Joan DiFuria, Co-Directors, Money, Meaning, & Choices Institute, to learn more about this exciting panel with Stacy Allred, Managing Director, Head of Family Engagement & Governance, J.P. Morgan Wealth Management, and Stephen Goldbart, Co-Directors, Money, Meaning, & Choices Institute. Session Description: Today’s fast-changing environment and increased complexity amplifies the importance of lifelong learning. What are the skills necessary to effectively integrate economic wealth at each life stage? Join Stacy Allred, Head of Family Engagement & Governance at J.P. Morgan Advisors to learn from the inspiring stories of others, then create your own tapestry by exploring ten core competencies and selecting three learning activities most relevant to you. In the words of Maya Angelo “Do the best you can until you know better. Then when you know better, do better.” By harnessing the curiosity and wisdom in the room, and leveraging the 10x10 framework, we can increase our collective capacity to intentionally design a learning journey and, in the process, create stronger individuals, families, and communities.   Click the link below to learn more about and register for the 2024 FOX Family Forum, Oct. 28-30 in Atlanta: https://lnkd.in/gbgZqwaF   #familyoffice #familyoffices #wealthmanagement #uhnw

Join us in Chicago, IL, September 18-20, for the 2024 Building an Enduring Enterprise Family Workshop. Designed for family offices with a multi-generational focus, this 3-day event will feature a different topic each day. On Day 1, attendees will explore 15 milestones in the Family Journey, generating a shared understanding of the benefits of aligning family interests and goals. Day 2 introduces 18 milestones in the Enterprise Journey, leading to a shared vision for the future enterprise and the necessary actions for implementing that vision. And Day 3 introduces the Personal Journey, tailored to help next generation family members searching for their role in the family and the enterprise. To learn more and register, click here: https://lnkd.in/gWH7xz_s #familyoffice #familyoffices #enterprisefamily #uhnw