2020 FOX Family Office Forum: Key Insights and Takeaways

Due to the ongoing pandemic, the 2020 FOX Family Office Forum went virtual. Our three-day program brought together CEOs, CFOs, COOs, senior managers, HR managers, technology heads, and family members to discuss topics such as: your evolving client, family office technology, sourcing and managing talent, what’s new in trust and estate planning, and building your external advisor team.

Use this recap to: Confirm what you heard in the sessions you attended, learn about sessions you didn’t attend, or if you missed the event: this document will update you on the leading ideas in our world of rapid change. Please feel free to share this with colleagues who were not able to attend. FOX members have full access to the videos and presentation slides through the FOX website.