Agenda | Exhibitors | Speakers | Venue & Accommodations | Download Brochure | MaterialsForum Location:The Forum will take place at :The Princeton Club of New York15 W 43rd StreetNew York, NY 10036 There are a wide variety of hotels in the Midtown Manhattan area within close proximity to the...
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Agenda | Exhibitors | Speakers | Venue & Accommodations | Download Brochure | MaterialsStuart Davidson, Chairman & Co-Founder, Sonen CapitalStuart Davidson is the Co-Founder of Sonen Capital and provides strategic oversight to the firm’s overall activities. In addition, Stuart is a managing ...
Agenda | Accommodations | Speakers | Sponsors | Tech Demos | Brochure Download | Materials Addepar - Investment management reporting platformAddepar is an investment management technology company empowering investors and advisors to navigate the increasingly complex world of fin...
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Agenda | Exhibitors | Presenters | Venue & Accommodations | Materials Forum Venue and Hotel AccommodationsThe Forum will take place at the JW Marriott Chicago.JW Marriott Chicago151 West Adams Street Chicago, IL 60603Phone: (312) 660-8200 How to Make a Reservation:Call: 877.303.0104 (Toll f...
Agenda | Exhibitors | Presenters | Venue & Accommodations | Materials Andy Anderson, Executive Vice President and Chief Historian, Wells Fargo & CompanyAndy Anderson is executive vice president and chief historian of Wells Fargo & Company. Over the past 39 years, he has built the Wells Fargo ...
The Specialized Advisor Showcase will occur at the Swissotel Chicago at 5:30pm, July 11, in the Eleve room on the 42nd floor.Farmers National CompanyFarmers National Company is the largest landowner and mineral owners services company in the nation managing over $12 Billion in assets across eleven business lines through localized, licensed and accr...
Technology Providers Demo ReplaysThe demos are available on the DEMOs Tab on the individual partner pages. Click the links below to access the partner pages.Deviate ConsultingEton SolutionsGiving PlaceleafplannerLedgexLibrettoPrivate Wealth SystemsSageSummitas
Sunday, October 22, 2023All times listed are in U.S. Central Time. Rising Gen at the FOX Family Forum FOX Family Forum Family members in their 20s, 30s, and 40s, who are looking to make connections with peers facing the same challenges within their family's enterprise should attend these in-person events and programming.&...
Monday, October 23, 2023All times listed are in U.S. Central Time. 1:15 pmWelcome to the ForumPeter Moustakerski, CEO, FOX 1:30 pmWealth as Well-Being: Fireside Chat with Jay HughesOver the past 30 years, families have worked hard and invested enormous resources to create the plans and structures that promise to carry the fami...
Thank you to our 2023 FOX Cyber & Security Summit Partner!Are you interested in sponsoring the 2023 FOX Cyber & Security Summit? If so, send an email to info@familyoffice.com.