OUR COURSES:

Advisor Development 101
Through a sequential series of three comprehensive learning modules, this course will equip the early-career advisor and family office professional with the qualitative skills necessary for increasing responsibilities with both their clients and colleagues. The proficiencies gained are essential to building trust and rapport and to navigate the increasing complexities of working with families of wealth. Learn More >

Rising Gen Fundamentals
This course covers the fundamentals of family offices, family systems, governance, and communication. More importantly, participants receive a personal assessment and action plan to move forward with their personal and family goals with clarity and confidence. Learn More >

Family Office Design
The course covers the principles of a well-run family office and provides tools and techniques to professionalize the office. Learn the basics or get a refresher on how to improve operations and take your office, or the one you are planning, to the next level. With our 30+ years of collective intelligence, FOX shares what steps your office should take, when to take them, and how to avoid costly mistakes and setbacks. Learn More >