We hope you will be able to join our wealth advisor members and FOX staff for a game of golf, networking and fellowship followed by refreshments and a casual dinner. The cost is $195.00 per person.This includes box lunch, golf cart, practice balls, drinks on the beverage carts and halfway house.Club rental is $75.00 and will be arranged ...
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The FOX SPRING Global Investment Forum™ is a different kind of investment conference — it is for owners of investment capital and CIOs working for owners of investment capital. Designed to engage the unique interests of family investment decision-makers and asset allocators, the topics are determined objectively and non-commercially to provide what...
Advisors should plan to join us for the Wealth Advisor Forum, this year for an in-depth look at the issues that promote success in the private wealth management industry over the next decade. As Family Office Exchange reflects on the past 25 years of serving families, family offices, and the advancement of the Family Office Industry, it becom...
The FOX Financial Executives Forum is the premier event for critical family office updates and best practices. It’s the place to stay sharp and ensure that you are providing your family clients highest-quality service and advice. Join your peers July 22-23 at the historic Palmer House in Chicago for an in-depth look at tax and estate law...
The FOX Financial Executives Forum is the industry’s premier event for critical family office updates and best practices. It’s the place to stay sharp and ensure that you are providing your family clients highest-quality service and advice. Join your peers July 19-20 at Swissotel Chicago for an in-depth look at tax and estate laws, techn...
Fee of $250/pp includes lunch, golf, unlimited use of practice facility, cart, bag handling and locker service, halfway house and beverage cart service during golf and bus transportation from the Fairmont Chicago to The Glen Club and return transportation following golf.Please note that you will need to register separately for the Wealth Advis...
Agenda | Exhibitors | Presenters | Venue & Accommodations | Materials Family members, family office executives, and advisors to families all may have the opportunity to partner with one another at various points in the history of a family. Successful partnerships are essential for family sustainability and evolve from relationships th...
Agenda | Exhibitors | Speakers | Venue & Accommodations | Materials The FOX Autumn Global Investment Forum™, September 15 in New York City, is designed to satisfy the unique interests and needs of family investment decision-makers and their executive-level asset allocators.Deepening FOX’s commitment to offering fresh investment i...
On May 3-5, the focus of the wealth management world will be on Coral Gables, FL. The leading advisors will converge for the 2016 FOX Wealth Advisor Forum™, where Family Office Exchange will reveal their latest insights into the needs of the world's most financially successful families and their preferred ways of working with their advisors. This i...
The wealth advisor business is in the throes of unprecedented change. This year’s FOX Wealth Advisor Forum™ will explore the trends and transformations that are disrupting “business as usual” and requiring significant reassessment of how advisors do business. At the same time, opportunities abound and those who can innovate within their business ar...
When we founded Family Office Exchange 25 years ago, private families had no standards for managing multi-generational wealth. Today, it’s customary to sustain family wealth through single and multi-family offices, and providing integrated and seamless execution of a family’s strategy is state-of-the-art. Family leaders benefit from access to a glo...
We are excited to announce our new FOX Family Office Technology Showcase. We have expanded the former Family Office Forum Technology Showcase into a three-day, standalone, virtual experience. Learn about the latest technology disruptions and attend demos of family office software solutions from a variety of leading vendors. Explore the ...
The FOX Spring Global Investment Forum™ brings together the most sophisticated investors of private capital across the FOX community to address the pivotal investment issues of today.While recognizing the important distinctions between institutional and private wealth, the Forum will highlight the most forward-looking thinking by leading institutio...
The FOX Global Owners Forum™ returns in March 2017 to guide families on their enterprise journey. This event is programmed specifically for family members.This is a unique opportunity for family members to meet with members of families like themselves to discuss their experiences and challenges in guiding families of wealth. FOX will frame the disc...
The 2020 FOX Rising Gen Virtual Forum is an opportunity for family members in their 20s, 30s, and 40s to connect, build relationships, and have authentic conversations with peers in similar situations. Participants learn, make genuine connections, and explore best practices in navigating the unique challenges facing wealthy families.The F...