Finding ways to keep all family members interested and involved in family matters is a key objective of most family offices. This year’s FOX Fall Forum provides a broad array of new ideas and skills to enrich the delivery of service and strengthen the family client experience.
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SAVE THE DATE - December 1-2, 2015, The Biltmore, Coral Gables, FL The 2015 FOX Global Owners Forum will highlight the impact of successful families that have developed strategies for managing family enterprises and their related transitions. No issue is more critical for the long-term success and stability of an enterprise family than ...
Download the 2015 Global Investment Forum Electronic Binder by clicking here.Agenda | Accommodations | Speakers | Sponsors | Brochure Download
Wednesday, February 27, 20136:00 p.m. Optional Cocktails (Spouses & Guests Welcome)7:00 p.m. Optional Member Only Dinner (Spouses & Guests Welcome) Thursday, February 28, 20138:30 a.m. Continental Breakfast8:50 a.m. WelcomeMariann Mihailidis, Family Office Exchange9:00 a.m. Economic UpdateNow that th...
The Private Family Trust Company Workshop and Symposium is sold out. To be added to the waitlist, please email events@familyoffice.com It is an active time for private family trust companies (PFTCs). Several states are embracing innovative laws in the hopes of attracting PFTCs to their borders. Existing PFTCs are implementing creative solution...
Family Office Exchange (FOX) is pleased to present this year’s selection of articles, reports and white papers devoted to the issues of most concern to wealth owners and family office executives globally.To assist in locating information of particular interest, Resource Center material once again is grouped by subject area.TRUSTS, TAX AND ESTATE PL...
AccommodationsRoyal Palm South Beach Miami1545 Collins Ave Miami Beach, FL 33139Phone: 305-604-5700(5-10 minute walk to the Shelborne Wyndham Grand) Room Rate: $309.00 (+ 13% occupancy tax) per night. How to Make a Reservation:Click hereCall: 855-811-0184Mention Family Office Exchange when you make your reservation. Note: Reserv...
Agenda | Speakers | Sponsors | Accommodations Click here to view the FOX 100If a session does not appear below, there are no materials associated with it.
Agenda | Accommodations | Speakers | Sponsors | Brochure Download Wednesday, April 6, 20167:15 amBreakfast and Registration8:15 amWelcome8:30 amMacro Trends: The Stories Moving the Markets...How Technology is Transforming the EconomySpeaker: Erik Schatzker, Anchor and Editor-at-...
Agenda | Accommodations | Speakers | Exhibitors | Brochure DownloadGuest Speakers Curt Fintel, CFA, Director, Chief Investment Strategist, CTC | myCFOCurt Fintel is the Chief Investment Strategist with CTC | myCFO, an integrated wealth management provider that serves ultra-affluent in...
Thank you to our 2016 FOX Spring Global Investment Forum Exhibitors! Are you interested in exhibiting for the 2016 FOX Spring Global Investment Forum?If so, send an e-mail to info@familyoffice.com. Agenda | Accommodations | Speakers | Exhibitors | Brochure Downlo...
Agenda | Accommodations | Speakers | Exhibitor | Brochure Download Forum Location:The Forum will take place at the Harvard Club of New York City, which is located at 35 West 44th Street between 5th Avenue and the Avenue of the Americas (aka 6th Avenue) in Manhattan. Its address is:&nb...
Agenda | Speakers | Exhibitors | Accommodations | Golf Outing | Download Brochure | Materials Guest SpeakersDexter Blackwell, Relationship Manager, Eton Advisors, LPDexter serves as a Relationship Manager for several multi-family office clients and will be responsible for the day-to-d...
Thank you to our 2016 FOX Wealth Advisor Forum Exhibitors! Media Sponsors Are you interested in sponsoring the 2016 FOX Wealth Advisor Forum? If so, send an e-mail to info@familyoffice.com. Agenda | Speakers |&n...