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Wednesday, May 1, 201911:30 amRegistration 12:00 pmNetworking Luncheon 1:00 pmWelcomeAlexandre Monnier, President, Family Office ExchangeIdentifying the trends and issues with an immediate impact on families of wealth is a large part of our mission at FOX. We’ll explore what’s on the minds of members, including the changing ne...
Thank you to our 2019 FOX Wealth Advisor Forum Exhibitors! Are you interested in exhibiting for the 2019 FOX Wealth Advisor Forum?If so, send an email to info@familyoffice.com.
Presenter BiographiesRebecca BalesGlobal Partner, Lumina Learning, USARebecca Bales is an expert in Organizational Development and a Change Management specialist. She has worked in this field since 1993, has a background in Psychology and Human Dynamics with her graduate work in Organizational Development. Rebecca is an ACC certified coach thr...
The Forum will take place at:The Joule Dallas1530 Main Street Dallas, TX 75201FOX has reserved a limited number of rooms at The Joule at a rate of $294 per night plus applicable taxes. To obtain this discounted rate, please contact reservations at 214.748.1300 and mention Family Office Exchange.Attendees are respo...
Sunday, May 5, 20199:00 am - 11:00 am FOX Rising Gen Gives Back (optional)Join your fellow FOX Rising Gen members in giving back to the local community. This service opportunity will be a hands-on experience to serve those in need as well as provide a chance to get to know your fellow participants, while we spend our morning assembling s...
FOX Rising Gen Advisory BoardHillary Elmore CageElmore Companies Austin McDonaldPresident and COO, McDonald Development Company Mercy GoddardVice President and Family Member, Investment Resources Corporation Mary Grace HinkleDirector, Hinkle Holding Company and MBA Candidate at UNC Kenan-Flagler Bu...
The Forum will take place at:The Joule Dallas1530 Main Street Dallas, TX 75201FOX has reserved a limited number of rooms at The Joule at a rate of $294 per night plus applicable taxes. To obtain this discounted rate, please contact reservations either via email at reservationsgroup@thejouledallas.com or by phone a...
Tuesday, July 16, 201910:00 amRegistration 10:30 amWelcomeGlen W. Johnson, Market Leader for Business Owners and Family Office Executives, Family Office ExchangeFOX is committed to identifying trends and issues with an immediate impact on families of wealth. We’ll explore what’s on the minds of members, including the&...
Presenter BiographiesTom AbendrothPartner, Practice Group Leader, Private Clients, Trusts & Estates, Schiff Hardin, LLPTom Abendroth is a partner in the Chicago law firm of Schiff Hardin LLP and practice group leader of the firm's Private Clients, Trusts and Estates Group. He concentrates his practice in the fields of estate planning, federal t...
Thank you to our Tech Demo Providers; click their logos to learn more, or click here for a full overview of all of our sponsors! Interested in sponsorship? Please contact Sandra Ditore at 646.834.1403 or sditore@familyoffice....
Venue and Hotel AccommodationsSwissotel Chicago323 East Upper Wacker Drive, Chicago, IL 60601-9722, USAwww.swissotel.com/hotels/chicago/FOX has reserved a limited number of rooms at the Swissotel at a rate of $249 per night plus applicable taxes. To obtain this discounted rate, please contact the Swissotel directly at 1.888.737.9477 and mention the...