The Forum will take place at the Radisson Blu Aqua Chicago. Please note that the room block at the Radisson Blu is sold out. If you need assistance with securing a room at the hotel, please email events@familyoffice.com or check out one of the nearby hotels below.Radisson Blu Aqua Chicago221 N Columbus DrChicago, IL 60601 Nearby Hote...
General Questions: What 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 until we distribute access to the program app and portal on Friday, October 20, so long as we are notified in writing at events@familyoffice.com.How will I select my sessions ...
Thank you to our 2023 FOX Family Forum Sponsors! Executive Partners BerryDunn’s Family Office services team has the expertise needed to help your family office navigate accounting, tax, and business issues. Based out of our Boston office, we provide a full suite of services, including outsourced accounting; CFO, controller, and ...
Keynote SpeakersJames (Jay) E. Hughes Jr.Author of Family Wealth: Keeping it in the Family, and of Family - The Compact Among GenerationsMr. Hughes, a resident of Aspen, Colorado, is the author of Family Wealth: Keeping It in the Family, and of Family – The Compact Among Generations, both published by Bloomberg Press, and is the co-author with Susa...
Cyber and Security Summit Agenda (subject to change)Tuesday, September 12, 2023All times listed in U.S. Central Time 9:00 amOpening Morning Session Day 1 9:15 amKerskie Group - Protecting Your Assets from Identity Theft 10:00 amBreak 10:10 amRehmann - Cybersecurity: Today’s Threats and Mit...
FOX Staff HostKent LawsonChief Technology OfficerKent Lawson is the Chief Technology Officer 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...
FOX Cyber & Security Summit Frequently Asked QuestionsAbout the event:How many vendors will I be able to see at the Cyber & Security Summit?We will announce the Cyber & Security Summit agenda the first week of September where you will see the final number of providers. Please stay tuned to the website to see our Cyber & Securit...
Kent Lawson, Director of Technology Integration Services at FOX, explains how we can drive efficiencies by employing technology.In short, efficiencies means doing things quickly and with productivity, in a way that makes sense and is user friendly. Lawson recommends looking at things very specifically, taking a micro view. And then as well, we must...
With the election coming up in November and year-end following – then couple that with a pandemic that has completely disrupted the economy and interest rates – we can be certain tax and estate planning changes are coming.Here Mark Harder (Partner at Warner Norcross & Judd LLP) and Jamie Sanders (Tax Partner at RSM), give us their Top 10 things...
One of the most important aspects of the family office today is delivering value through a trusted advisor ecosystem and advancing your partnerships. Here we explore three examples of how partnership is key to the success of the family office:Family LearningOne family office worked with their advisors to create a learning event for the purpose of i...
Stockton Rush founded and leads OceanGate, as CEO of the company dedicated to opening the oceans for human observations and exploration through the development of state-of-the-art five person submersibles.With his family’s wealth behind him, Rush had the capacity to “meander” his way through various jobs and experiences that eventually led him to t...
Here Michael Hotz (Vice President at Asset Consulting Group) and Katherine Kroll (Senior Institutional Sustainable Investing Specialist at Brown Advisory) share current thinking and approaches to impact investing.In the last 5-7 years, families have shown a strong interest in these areas:Technology and Artificial IntelligenceCannabisCryptocurrencyE...
Bill Lyons is the Senior Director for the Institute for Family Culture at Abbot Downing. Here Lyons defines resiliency, shares six domains of resilience and recovery, and offers some best practices to foster resilience and recovery in these unprecedented times.Resilience is the capacity to recover, to bounce back, and truly to deal with more than w...