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Please join us for a virtual meeting with the FOX Rising Gen community. These experiences are available to emerging leaders looking for opportunities to build relationships, have authentic conversations, and to gain action-oriented new ideas.Meet others that are facing similar opportunities and challenges to engage in networking and peer excha...

Please join us on Tuesday, April 28, from 10:30 am to 11:30 am CT, for a live, interactive discussion with FOX members about Cash, Liquidity & Debt During the Crisis. We’ll feature a member panel conversation to share different perspectives and ideas on managing those needs during this time. Like our last Member Exchange, we will con...

Please join us for a live, interactive discussion with FOX experts and other members about Dealing with a Crisis Situation. We will be hearing from members who have managed through broad-scale external crises before and the lessons they’ve learned.This session of the FOX Member Exchange also will introduce closest-peer breakout sessions – sma...

Please join us on Tuesday, May 5, from 10:30 am to 11:30 am CT, for our first monthly FOX Investment Opportunity Exchange - Putting Capital to Work. This live, interactive event for FOX Members is intended to share investment ideas, deals under way, or opportunities being considered. Each session will feature discussions with select inve...

Please join us for a virtual meeting with private investors, focused on bringing together families with an active interest in direct investing.Meet other like-minded investors and engage in meaningful interactive virtual peer discussion among members to share ideas, experiences, and challenges of investing in an unprecedented environment. We will h...

While many investors are currently focused on playing defense with their portfolios during these uncertain times, this might be the time to be playing some offense.Some compelling investment opportunities are emerging as a result of the pandemic and resulting market dislocations. In this webinar, a leading investment consulting firm disc...

Please join us on Tuesday, May 12, from 10:30 am to 11:30 am CT, for a live, interactive discussion with FOX members about Your 2020 Family Meeting: What Now? With social distancing still possible through the summer, how will you adjust? Learn how some FOX members have pivoted to take their meetings virtual, and what to consider for soci...

Please join us on Tuesday, June 2, from 10:30 am to 11:30 am CT, for our monthly FOX Investment Opportunity Exchange: Opportunities in Alternative Investments, Farmland, & Agriculture. This live, interactive event for FOX Members is intended to share trends, investment ideas, deals under way, and opportunities being considered in the farm...

Trusts are often used for tax efficient wealth transfer and liability protection. In exchange for these benefits, however, trusts create certain obligations. Rooted in ancient times, the rules governing trusts are not always intuitive. Understanding their genesis can help us better understand the roles and responsibilities they cre...

Please join us on Tuesday, May 26, from 10:30 am to 11:30 am CT, for a live, interactive discussion with FOX members about Reopening Your Family Office. Begin preparing now for a post-lockdown re-opening of your family office. Which employees come back when? How will you control the number of people in the office to ensure social distanc...

Please join us for a virtual meeting with the FOX Rising Gen community. These experiences are available to emerging leaders looking for opportunities to build relationships, have authentic conversations, and to gain action-oriented new ideas.Meet others that are facing similar opportunities and challenges to engage in networking and peer excha...

The ultra-wealth business continues to perform well, but not without some growing pains. While advisors to families of wealth benefited from strong markets in 2019 they are experiencing costs rising faster than revenues. Now that we are in the midst of a pandemic, what does this look back on 2019 tell us about how prepared advisors were for the cha...

Four senior partners from Plante Moran’s family office services group will discuss, in a round table format, the challenges faced by family offices working in a remote environment and the evolving landscape of family office. They will share several case studies and their insights and best practices relating to risk mitigation, cyber security,...

Please join us on Tuesday, June 9, from 10:30 am to 11:30 am CT, for a live, interactive discussion with FOX members about Managing Stress. Most everyone has been experiencing some form of stress and anxiety since the Covid-19 outbreak – whether about catching the virus or the social and economic impact. For family office staff, uncertainty a...

Please join us for a virtual meeting with the FOX Rising Gen community. These experiences are available to all members of FOX’s Rising Gen community who are looking for opportunities to build relationships, have authentic conversations, and gain action-oriented new ideas.During this meeting, we will be joined by Dr. Chris Pierson, Founder &am...