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We have expanded the former Family Office Forum Technology Showcase into a three-day, standalone, virtual experience named the FOX Family Office Technology Showcase.Learn about the latest technology disruptions and attend demos of family office software solutions from a variety of leading vendors. Explore the new ways they can help you improve...
Download the AgendaMonday, September 21, 2020All times are Central10:00 amWelcome and IntroductionsGlen W. Johnson, Chief Operating Officer, Family Office Exchange 10:10 amReady or Not - Your Future Family Office is HereBill Sullivan, President, Family Office ExchangeThe evolution of family priorities and the acceleration of techno...
Download Presenter BiographiesPresenters Cassie AtteberryPrincipal, Talent Outside the LinesCassie Atteberry is a Principal with Talent Outside the Lines. She is an HR leader with over 20 years in helping make the people stuff easier. Cassie spent 21 years in HR at Hallmark Cards, Inc, where she specialized in helping achieve their business st...
Thank you to our FOX Family Office Forum Sponsor! Are you interested in sponsoring the FOX Family Office Forum? If so, send an email to info@familyoffice.com
Virtual Family Office Forum Frequently Asked Questions:Please note: once you have entered your email address in the forum portal, it can take up to 10 minutes to receive your verification code. Your verification code will send from support@crowdcompassmail.com. Where is the forum and how do I access it?The forum is taking place virtually ...
Monday, April 4, 2022All times listed in U.S. Eastern Time 6:00 pmFOX Direct Investing DinnerOpen to Single Family Offices and Wealth OwnersThe Capital Grille Miami444 Brickell AvenueMiami, FL 33131 Tuesday, April 5, 20228:00 amBreakfast and Registration 9:00 amOpening Remarks 9:30 am2022 Global Macroecon...
The forum will take place at:JW Marriott Miami1109 Brickell AveMiami, FL 33131Please 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.Please note: The forum is taking place at the JW Marriott Miami in the Brickell neighborhood, not the JW ...
Presenters Haven Allen Chief Executive Officer and Co-Founder, mHUB Haven Allen, chief executive officer and co-founder of mHUB and managing partner of the mHUB Product Impact Fund, is a business leader and technology strategist focused on driving hardtech and manufacturing entrepreneurship to create economic opportunity. Over ...
FAQsWhat is your refund policy?To ensure the most flexibility for our members and guests, refunds of forum credits or registration fees for the FOX Global Investment 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 handling health and safety du...
Wednesday, May 18All times are U.S. Central Time. 11:00 amOpening Brunch and Registration Open 12:00 pmFamilies of Wealth: Change Is In the Air FOX will share what’s on the minds of members including a summation of the many transitions impacting families of wealth. What will your role be during this critical period of tr...
Wednesday, May 18All times are U.S. Central Time. 12:00 pmFamilies of Wealth: Change Is In the Air FOX will share what’s on the minds of members including a summation of the many transitions impacting families of wealth. What will your role be during this critical period of transformation? The skills you need to gain to support you...
PresentersArne BoudewynHead of Family Wealth and Culture Services, Wells Fargo Wealth & Investment ManagementArne Boudewyn leads Family Wealth and Culture Services (FWCS) for Wealth and Investment Management (WIM) and is responsible for the successful execution of client and advisor interaction models that support WIM’s long-term engagement wit...
The forum will take place at:Kimpton Graywww.grayhotelchicago.com122 W. Monroe St. Chicago, IL 60603Please note the room block at the Kimpton Gray is now closed. If you need assistance with securing a room at the hotel, please email events@familyoffice.com.
FAQsWhat is your refund policy?To ensure the most flexibility for our members and guests, refunds of forum credits or registration fees will be granted up through the event, so long as we are notified in writing at events@familyoffice.com.Attending the Forum In-Person:Please note that as all vaccine and mask mandates have lifted in Chicago, we...