Thank you to our FOX Family Office Forum Sponsors!To enter the raffle for participating sponsors, please click here. Executive SponsorsAddepar is a wealth management platform that specializes in data aggregation, analytics and reporting for even the most complex investment portfolios. Founded in 2009 by Joe Lonsdale, who currently serves as an...
We have the answers
Search Results
FOX Family Office Forum Frequently Asked QuestionsAttending the Forum Virtually: Accessing the Forum: Where is the Forum and how do I access it?The Forum is taking place virtually and can be accessed via our Forum portal. Information on accessing the portal will be emailed to you directly prior to the event. For access assistance please e...
Remaining session replays will not be posted for confidentiality reasons of forum attendees.
Swissotel 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 $189 per night plus applicable taxes. To obtain this discounted rate, please contact the Swissotel directly at 1.800.637.9477 and mention the FOX Family Office Forum. You ...
Champions Technology Demonstrations
PresentersRandy AbelesPartner, RSM US LLPRandy Abeles is a Partner in the Private Client Services (PCS) practice of Great Lakes. Randy has national business development responsibilities for the PCS practice. He has 40 years of tax and personal financial planning experience. Randy is an MST, who advises senior executives, owners of highly succe...
Venue and Hotel AccommodationsJW Marriott Chicago151 West Adams StreetChicago, IL 60603 Please note the room block at the JW Marriott is now closed. If you need assistance with securing a room at the hotel, please email events@familyoffice.com.
What is your refund policy?:To ensure the most flexibility for our members and guests, refunds of forum credits or registration fees for the FOX Family Forum and the FOX Rising Gen Forum will be granted up through the event, so long as we are notified in writing at events@familyoffice.com. Attending the Forum in-person: How will you ...
PresentersBecky LevinsonInvestment Manager, Levinson FamilyMs. Becky Levinson is a private real estate investment professional. She manages her family's lower/middle market private real estate investment portfolio, is assisting with the growth into the lower/middle market Private Equity space, and is also stepping into the real estate development r...
What is your refund policy?:To ensure the most flexibility for our members and guests, refunds of event credits or registration fees for the FOX Family Forum and the FOX Rising Gen Forum will be granted up through the event, so long as we are notified in writing at events@familyoffice.com. Attending the Forum in-person: How will you be ha...
Venue and Hotel AccommodationsJW Marriott Chicago151 West Adams StreetChicago, IL 60603 Guest rooms are available for a rate of $329 plus applicable taxes. Reservations may be made at this link, or by calling 1-866-270-6430 and mentioning the "Family Office Exchange." This special rate will be valid, subject to room availability, until O...