FOX Workshops
2024 Building an Enduring Enterprise Family Workshop
REGISTER Click on the button above or use this link to register for the program. If you would like more information, or to let us know you ar...
FOX Technology Selection Workshop
REGISTER Click on the button above or use this link to register for the program. ...
Family Advisor Training Program - May 15-16, 2024
REGISTER Click on the button above or use this link to register for the program. The FOX Family Advisor Training Program will equip wealth ad...
FOX Rising Gen Leadership Program - April 12-13, 2024
If you are having trouble registering, please email events@familyoffice.com Family Office Exchange (FOX) is pleased to offer the Rising Gen Leaders...
ROEF Academy
The ROEF Academy takes the field of enterprise family education to a much higher level. It is an innovative, world-class program focused on empowering...
2025 FOX Private Trust Company Workshop
The Private Trust Company (PTC) has endured the test of time as a robust structure for achieving the multi-generational goals of wealth preservation, ...
2025 Build an Enterprise Family to Last Workshop
NON-MEMBER REGISTRATION Click on the button above or use this link to register for the program. If you would like more information, or to let...
FOX Rising Gen Leadership Program (Topaz Edition) - March 21-22, 2025
Registrations are subject to approval by FOX. For family members in their 20s, 30s, and 40s, who are aspiring leaders within their family enterprise. ...
2021 FOX Private Trust Company Workshop
Online registration for this event is now closed. Please contact events@familyoffice.com if you have any questions or would like to inquire about regi...
FOX Family Office Design Virtual Workshop - November 17-19, 2020
The FOX Family Office Design Workshop will cover basic principles of a well-run family office and provide tools and techniques to professionalize the ...
FOX Family Office Design Virtual Workshop - September 9-11 and November 2, 2020
The FOX Family Office Design Workshop will cover basic principles of a well-run family office and provide tools and techniques to professionalize the ...
FOX Rising Gen Leadership Program
Family Office Exchange (FOX) is pleased to offer the Rising Gen Leadership Program for the preparation of future family leaders. The learning series i...
FOX Family Office Design Workshop - November 19-20, 2019
The Family Office Design Workshop will cover basic principles of a well-run family office and provide tools and techniques to professionalize the offi...
FOX Rising Gen Leadership Program
Family Office Exchange (FOX) is pleased to present the inaugural Rising Generation Leadership Program for the preparation of future family leaders. Th...
Professionalizing the Family Office - June 12-14, 2019
We have helped many families design and professionalize their family office over the last three decades. The basic principles of a well-run family off...
Building a Unified Family Enterprise - June 10-12, 2019
The FOX Building a Unified Family EnterpriseTM workshop will show you and your family how to design a long-term plan for your Family Enterprise. The w...
2019 FOX Private Trust Company Fundamentals Workshop
The Private Trust Company (PTC) has passed the test of time as a robust structure for achieving the multi-generational goals of wealth preservation, s...
FOX Family Enterprise Thinking Workshop - December 5-6, 2018
There are many complexities that come with being a family enterprise. What starts out as a family business gradually evolves into multiple businesses,...