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The purpose of this Council is to provide a venue to help wealth advisor firms think about strategic objectives for their companies by means of peer insights, investigation of the drivers of success for integrated wealth management, and articulation of the needs of the ultra-high-net-worth target market. For information about joining this Counci...

Share experiences and explore new ideas and strategies with an exclusive peer group of other family leaders. The Global Family Enterprise Council will both challenge and inspire you in your work to ensure your family’s capital reaches its full potential and elevate your professional and personal performance.

General Timing The FOX Executive Council '04 is comprised of CEOs of the largest, most sophisticated multi-generational family offices in the U.S. pursuing the best practices for complex family enterprises. The purpose of this council is to elevate the professional and personal performance of these executives and therefore enhance the...

The purpose of this Council is to provide a venue to help wealth advisor firms think about strategic objectives for their companies by means of peer insights, investigation of the drivers of success for integrated wealth management, and articulation of the needs of the ultra-high-net-worth target market. For information about joining this Counci...

The FOX Strategic CIO Council is a unique, professional network of successful family CIOs who gather to share knowledge, discuss experiences, and gain insights. This is a carefully selected group of family offices that use a best-in-class approach to selecting and managing investments. The purpose of this council is to elevate the professional a...

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Where would we be without such remarkable and brilliant entrepreneurs like Benjamin Franklin, Henry Ford, and Steve Jobs? Many wealthy families promote, foster and achieve the cultivation of entrepreneurs in order to sustain family wealth across generations. But how do they do it? Today’s family leaders are experiencing different ...

Forming a captive insurance company is a frequently overlooked and largely misunderstood option for managing risks and exposures in a cost effective way. Who should form a captive and what are the tax and non-tax benefits? Join this webinar to hear our speakers explore the captive concept, relevant factors to consider when exploring this alternat...