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The Private Trust Company (PTC) has endured the test of time as a robust structure for achieving the multi-generational goals of wealth preservation, stewardship, and upholding flourishing families. This program is essential for families currently forming or considering a PTC and insightful to family members and qualified trustees hoping to be...

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 us know you are interested, email us at events@familyoffice.com

REGISTER Click on the button above or use this link to register for the program. The FOX Family Advisor Training Program will equip wealth advisors and family office professionals with the qualitative skills needed to meet the demands of increasingly complex client relationships. Through a unique inside-out-approach, you will wor...

REGISTER Click on the button above or use this link to register for the program.

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 are interested, email us at events@familyoffice.com

If you are having trouble registering, please email events@familyoffice.com Family Office Exchange (FOX) is pleased to offer the Rising Gen Leadership Program Series for the preparation of future family leaders. This four-part learning series uses a multi-disciplinary approach to help Rising Generation family members become prepared, informed, c...

Registrations are subject to approval by FOX. For family members in their 20s, 30s, and 40s, who are aspiring leaders within their family enterprise. Cancellation Details: All cancellations must be made in writing to Family Office Exchange at events@familyoffice.com. For more information regarding administrative policies please contact FOX offic...