Events

Learning Opportunities

FOX offers a broad array of learning programs and peer-sharing activities open to our members. We offer continuing professional education (CPE) credits for many of our programs. Our events offer a safe space for learning, provide knowledge, and offer the opportunity for peer connection.

Our programs provide instruction, education, peer networking, and collective learning to families, family office executives, and advisors by FOX subject matter experts and leading external industry experts.

Non-members, upon qualification, may take advantage of our workshops, public webcasts, and virtual showcases, in addition to participating virtually in select forums.

About Our Events

Explore below to learn more about the vast array of learning and networking opportunities available through FOX events. Our versatile collection of engaging opportunities allows an accessible approach to learning in person and online.

Forums
FOX forums are the premier industry gatherings in the family office space.

Each year, we host several forums on the topics and issues that are of top-of-mind for a unique audience that includes independent wealth owners, family office executives, members of enterprising families, and their advisors. These conference-style events are great to learn from FOX experts, members, and external industry specialists. Our forums also provide an excellent opportunity to network with peers.


2023 INDUSTRY FOUNDERS PANEL

The Evolution of Family Wealth

Hear from the five most prominent and iconic founders of the family wealth field.

Forums
FOX forums are the premier industry gatherings in the family office space.

Each year, we host several forums on the topics and issues that are of top-of-mind for a unique audience that includes independent wealth owners, family office executives, members of enterprising families, and their advisors. These conference-style events are great to learn from FOX experts, members, and external industry specialists. Our forums also provide an excellent opportunity to network with peers.


2023 INDUSTRY FOUNDERS PANEL

The Evolution of Family Wealth

Hear from the five most prominent and iconic founders of the family wealth field.

Webcasts
Live briefings from experts on a variety of topics.

Our webcasts are virtual one-hour programs dedicated to various industry-relevant topics. Regularly occurring on Wednesday mornings and occasionally open to the public, subject matter experts and guest industry experts host and lead the discussion of each webcast.

Our team curates through industry trends to find timely subjects that impact you and your families and supply top-of-the-line insights to help you through trying times and take advantage of new opportunities. These regular webcasts are a great way to get succinct, actionable information on timely events in the industry.

FOX Webcasts
FOX Webcasts
Webcasts
Live briefings from experts on a variety of topics.

Our webcasts are virtual one-hour programs dedicated to various industry-relevant topics. Regularly occurring on Wednesday mornings and occasionally open to the public, subject matter experts and guest industry experts host and lead the discussion of each webcast.

Our team curates through industry trends to find timely subjects that impact you and your families and supply top-of-the-line insights to help you through trying times and take advantage of new opportunities. These regular webcasts are a great way to get succinct, actionable information on timely events in the industry.

Workshops
Closely examine and gain a deep understanding of a single important topic area.

FOX offers a series of workshops, open to members and qualified non-members, on a wide variety of specialized and technical topics, such as Private Trust Companies, Family Office Design, Enterprise Families, Direct Investing, and UHNW Advisor Training.

FOX subject matter experts and special industry guest speakers join together to create content that deep dives into these essential topics to ensure that participants leave with actionable items to optimize their offices. These workshops are also excellent for meeting and connecting with like-minded peers facing similar obstacles and challenges. These workshops occur virtually or in person and are not included with FOX membership.

FOX Workshops
FOX Workshops
Workshops
Closely examine and gain a deep understanding of a single important topic area.

FOX offers a series of workshops, open to members and qualified non-members, on a wide variety of specialized and technical topics, such as Private Trust Companies, Family Office Design, Enterprise Families, Direct Investing, and UHNW Advisor Training.

FOX subject matter experts and special industry guest speakers join together to create content that deep dives into these essential topics to ensure that participants leave with actionable items to optimize their offices. These workshops are also excellent for meeting and connecting with like-minded peers facing similar obstacles and challenges. These workshops occur virtually or in person and are not included with FOX membership.

Rising Gen
Interactive experiences designed to help rising generation family members deepen their leadership skills.

At FOX, we recognize the unique and sensitive role members of the rising generation face. As a result, FOX offers an assortment of interactive programs specifically designed to educate rising generation family members and prepare them for future leadership roles.

Our individualized programming includes special forums, workshops, and other educational and networking opportunities for members of the rising generation to learn, meet, and connect in a judgment-free zone full of people who understand their unique positions in the family. These programs are open to FOX members and qualified non-members who seek to support family growth and preparedness through concerted and professionally structured learning activities.

Rising Gen Events
Rising Gen Events
Rising Gen
Interactive experiences designed to help rising generation family members deepen their leadership skills.

At FOX, we recognize the unique and sensitive role members of the rising generation face. As a result, FOX offers an assortment of interactive programs specifically designed to educate rising generation family members and prepare them for future leadership roles.

Our individualized programming includes special forums, workshops, and other educational and networking opportunities for members of the rising generation to learn, meet, and connect in a judgment-free zone full of people who understand their unique positions in the family. These programs are open to FOX members and qualified non-members who seek to support family growth and preparedness through concerted and professionally structured learning activities.

Councils
Sharpen your professional and personal skills working with up to 25 peers just like yourself.

FOX Councils are exclusive small-group gatherings of chief executives to share knowledge, discuss experiences, and gain insights. These groups meet regularly throughout the year to discuss their members' challenges and work towards common goals and solutions.

FOX specially curates each council member to ensure common interest, growth, and placement. These special peer groups will challenge you and stimulate your best thinking to lead your organization better.

FOX Councils
FOX Councils
Councils
Sharpen your professional and personal skills working with up to 25 peers just like yourself.

FOX Councils are exclusive small-group gatherings of chief executives to share knowledge, discuss experiences, and gain insights. These groups meet regularly throughout the year to discuss their members' challenges and work towards common goals and solutions.

FOX specially curates each council member to ensure common interest, growth, and placement. These special peer groups will challenge you and stimulate your best thinking to lead your organization better.

Other Programs & Events
We continue to innovate and constantly add new programs, topics, and engagement formats to keep our community abreast of the latest industry and technology developments.
We aim to help families and their employees and advisors prepare for the challenges and opportunities that lie ahead in their journey.
Other Events at FOX
Other Events at FOX
Other Programs & Events
We continue to innovate and constantly add new programs, topics, and engagement formats to keep our community abreast of the latest industry and technology developments.
We aim to help families and their employees and advisors prepare for the challenges and opportunities that lie ahead in their journey.

Upcoming Events

FOX Webcast | Overlooked and Misunderstood: Common Tax and Estate Pitfalls
Overlooked and Misunderstood: Common Tax and Estate Pitfalls
Nov. 13, 2024
Overlooked and Misunderstood: Common Tax and Estate Pitfalls
Nov. 13, 2024
FOX Family Office Design Workshop
Family Office Design Workshop
Nov. 18-21
Family Office Design Workshop
Nov. 18-21
2025 FOX Private Trust Company Workshop
Private Trust Company Workshop
Jan. 28-30, 2025
Private Trust Company Workshop
Jan. 28-30, 2025
2025 Build an Enterprise Family to Last Workshop
Build an Enterprise Family to Last Workshop
Feb. 5-7, 2025
Build an Enterprise Family to Last Workshop
Feb. 5-7, 2025
FOX Rising Gen Leadership Program: Topaz Edition
Rising Gen Leadership Program: Topaz Edition
Mar. 21-22, 2025
Rising Gen Leadership Program: Topaz Edition
Mar. 21-22, 2025
FOX Webcast | Overlooked and Misunderstood: Common Tax and Estate Pitfalls
Overlooked and Misunderstood: Common Tax and Estate Pitfalls
Nov. 13, 2024
Overlooked and Misunderstood: Common Tax and Estate Pitfalls
Nov. 13, 2024
FOX Family Office Design Workshop
Family Office Design Workshop
Nov. 18-21
Family Office Design Workshop
Nov. 18-21
2025 FOX Private Trust Company Workshop
Private Trust Company Workshop
Jan. 28-30, 2025
Private Trust Company Workshop
Jan. 28-30, 2025
2025 Build an Enterprise Family to Last Workshop
Build an Enterprise Family to Last Workshop
Feb. 5-7, 2025
Build an Enterprise Family to Last Workshop
Feb. 5-7, 2025
FOX Rising Gen Leadership Program: Topaz Edition
Rising Gen Leadership Program: Topaz Edition
Mar. 21-22, 2025
Rising Gen Leadership Program: Topaz Edition
Mar. 21-22, 2025
FOX Rising Gen Leadership Program: Topaz Edition
Rising Gen Leadership Program: Topaz Edition
Mar. 21-22, 2025
Rising Gen Leadership Program: Topaz Edition
Mar. 21-22, 2025