We have the answers
Search Results
.article-title a { color: #111111; font-weight: bold; }
.membership-lp img { width: 92%; } .sub-container.alt img { float: left; } .sub-container img { float: right; }
For Web:For Print:
Last Updated: June 5, 2023 Acceptance of the Terms of UseThese terms of use are entered into by and between You and Family Office Exchange LLC (“FOX,” “we,” or “us”). The following terms and conditions, together with any documents they expressly incorporate by reference (collectively, the "Terms of Use" or the “Agreement”), govern your access ...
Perhaps you attended an event and want to reference something you heard. Or maybe you weren’t able to be there and want to see what you missed. If so, you’re in the right place.
Do any of these considerations apply to you?Your wealth may have come from the operation or sale of a business, an inheritance, successful investing, or a lifetime of achievement.You realize that the management of the money has to be a primary focus for someone – either you, the owner of the wealth, or someone you hire.You realize you hav...
Sound familiar?Many individuals come to FOX when the family is undergoing or about to undergo a change.Changes come in many shapes and sizes, such as:A transformational infusion of liquid wealth from the sale of a businessThe passing of the leadership baton from one generation to the nextThe relocation of the family office to a more favorable tax o...
A Select Group of PeersA majority of FOX members own an operating business – either the enterprise that created the family wealth or one created by subsequent generations.Unique ChallengesFOX helps families deal with the complexity of managing family wealth in addition to running an operating business. Some of these challenges includeWork...
Family office executives take advantage of the FOX library of research, pick the brains of peers they meet at FOX events, and get guidance from FOX managers on issues they are facing. Facing New SituationsA quick check of the FOX Knowledge Center can provide a good rundown of factors to consider and resources to use such as case studies, check...
Advisors who serve, or desire to serve, the ultra-high net worth market come to FOX to:Understand the needs and thought processes of family officesNetwork among their peers to learn how to best approach this marketDevelop their own referral network amongadvisors to help build their businessPosition their company and build their brandMembership in F...
Advisors who serve, or desire to serve, the family office market come to FOX to:Understand the needs and thought processes of family officesNetwork among their peer advisors to learn about how to best approach this marketDevelop their own referral network among the advisors which helps build their business Position their company and build the...
The Challenge of Being the "Next Generation" of Family LeadersAs the next in line to inherit stewardship of your family's wealth, you face a unique set of opportunities and challenges. In addition to school, career, family, and life in general, you’re thinking about how you will define your future with your family. How will you be involved? What wi...
There are a number of issues that all family offices face. At different times, these challenges are active for certain members who want to work on them with peer members. To support these needs, FOX organizes special interest groups and supports them with teleconferences, webinars, expert outside speakers, and focused research.Frequent topics that ...
Come learn with usMastering wealth management is a journey from the basics to highly advanced, cutting edge techniques. FOX offers many ways to access the insights you, your family, or your staff need, such as:FOX forums – multi-day conferences where members gather to hear world renowned experts, review the latest FOX research, meet...