"How do you prepare younger family members to manage their wealth well and flourish in their own lives and in their families?"Every family is challenged to find creative ways to engage family members in the process of learning – about the family and what it values and owns, as well as what it takes to care for these human and financial assets.While...
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I am the oldest son of a successful business owner and have been actively involved in the business for 14 years. I have two siblings who are not currently active in the family business but may be in the future. As my father’s level of involvement in the business naturally slows, my responsibilities have increased with anticipated acceleration in th...
What a difference a year makes. Trade war predictions, Facebook data scandals, inflation concerns and Federal Reserve comments have been whipsawing markets in the first few months of 2018. As a testament to the increased turbulence, through mid-April we had already notched 28 trading days that resulted in a greater than 1% move from the previous S&...
What does a business succession plan look like?The term “succession planning” can sound daunting to business owners, even when they know it needs to be made a priority. Starting your plan doesn’t have to be so overwhelming though, if it’s taken one step at a time. A succession plan should not be thought of as a document to be finalized, but as...
HostKent LawsonDirector, Technology Integration ServicesKent Lawson is Director of Technology Integration Services at Family Office Exchange (FOX). With 25 years of experience as a leader in the wealth management industry, and a deep focus in technology for the family office, Kent’s expertise in consulting, project management, analysis, and diligen...
FOX Technology Showcase Frequently Asked QuestionsAbout the Showcase Program:How many vendors will I be able to see at the Showcase?16 vendors are participating in the program.I would like to participate in the Showcase as a vendor in future years, who do I contact?Please email Kent Lawson, Director, Technology Integration Services at klawson@famil...
Premier PartnersEton Solutions is a software and services company founded to handle the complexities of servicing ultra-high net worth families. Created by family office leaders, Eton Solutions’ flagship product is AtlasFive®, an integrated platform with over $425 billion in assets under administration that holistically aggregates and man...
Tuesday, July 12, 2022All times listed are in U.S. Central time. 9:00 amRegistration Open and Morning Refreshments 10:00 amWelcome to the ForumPeter Moustakerski, CEO, FOXGlen W. Johnson, President of Membership, FOX 10:30 am2022 Trust, Tax, and Estate Planning UpdateDon’t miss this in-depth tax, trust, and estate p...
PresentersDavid M. AllenPartner, Katten Muchin Rosenman LLPDavid Allen helps high-net-worth individuals and families with all their legal needs. With an approach that seamlessly integrates estate planning, tax minimization and concierge lawyering, David's advice allows his clients to spend less time managing advisors and more time focusing on their...
The forum will take place at: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 $259 per night plus applicable taxes. To obtain this discounted rate, please contact the Swissotel directly at 1.888.737.9477 and mention the ...
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 will...
Thank you to our 2022 FOX Family Office Forum Sponsors! Premier Sponsor Executive Sponsors Are you interested in exhibiting at the 2022 FOX Family Office Forum?If so, send an email to info@familyoffice.com.
Tuesday, July 12, 2022All times listed are in U.S. Central time. 10:00 amWelcome to the ForumPeter Moustakerski, CEO, FOXGlen W. Johnson, President of Membership, FOX 10:30 am2022 Trust, Tax, and Estate Planning UpdateDon’t miss this in-depth tax, trust, and estate planning update. Recent trust and estate litigation cases will...
Thank you to our 2022 FOX Wealth Advisor Forum Sponsors! Are you interested in exhibiting for the 2022 FOX Wealth Advisor Forum?If so, send an email to info@familyoffice.com.