Additional Resources
It was a pleasure to meet you at Family Business Magazine's ALIGN Conference. Below are some additional resources and upcoming events at FOX. If you would like to learn more about FOX, contact us at info@familyoffice.com or 312.327.1200.
Family Office & Wealth Advisor Forum
July 15-17 | Chicago, IL
This forum will bring together family office executives and advisors in the UHNW industry to discuss the most critical challenges and opportunities impacting professionals in family offices and wealth advisory firms, and the families they serve.
Use promo code FOX15 during registration to get a special rate.
3 Keys to Creating a Sustainable Family Office
Our 2023 FOX Family Office Benchmarking Study found the tremendous surge in wealth is creating higher expectations about what can be done with that wealth, which, in turn, is adding complexity and increasing costs for many family offices. Creating and sustaining a successful family office has never been more fraught with challenges.
Family Advisor Training Program
In-Person: Sept. 18-19 | Dallas, TX
Virtual Modules: Aug. 27 | Sept. 10 | Nov. 5
This program will equip wealth advisors and family office professionals with the qualitative skills needed to meet the demands of increasingly complex client relationships. Through a unique inside-out-approach, you will work on self-discovery and develop self-mastery to improve how you effectively engage with others – both your clients and your team.
FOXCast
50+ Episodes
Our podcast offers expert analysis and insightful conversations with the key players, foremost thinkers, and leading practitioners in the family capital, family enterprise, and family office space.