An advisor is the catalyst, the visionary, and the person making things happen in the client’s integrated wealth plan. Every advisor has to do their part in order to build long-term family wealth and sustainability.To build a successful integrated wealth plan, advisors need to collaborate and cooperate as a fine-tuned team. They cannot afford to th...
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The FOX Financial Executives Forum is the premier event for critical family office updates and best practices. It’s the place to stay sharp and ensure that you are providing your family clients highest-quality service and advice. Join your peers July 21-22 in Chicago for an in-depth look at tax and estate laws, financial reporting, techn...
FOX proudly presents this new forum exclusively for family leaders. The 2015 FOX Global Owners Forum is a unique opportunity for family leaders to meet with fellow wealth owners to discuss their experiences and challenges in guiding families of wealth. No issue is more critical for the long-term success and stability of an enterpri...
We hope you will be able to join our wealth advisor members and FOX staff for a game of golf, networking and fellowship followed by refreshments and a casual dinner. The cost is $295.00 per person.This includes box lunch, golf, cart, practice balls, drinks on the beverage carts and halfway house. Club rental is $75.00 and will be arranged and ...
When families are thinking about forming a family office, or are new to the world of setting up a family office, they want to get things right from the start. They want to know what steps to take, when to take them, and how to avoid costly mistakes. But they can’t see down the road to know what will be needed. This workshop is designed to help...
Property and casualty insurance is a critical wealth preservation tool, but too often it is overlooked. The Private Client Group at AIG offers families access to best-in-class solutions to safeguard assets and personal liability through sound risk management practices.
Since 1990 First Foundation’s mission has been to enhance the wealth and well-being of our clients through integrated Investment Management, Wealth Planning, Family Consulting Services, Trust Services, Insurance and Banking.
Hemenway & Barnes has served generations of individuals and families as a trusted family office helping them accomplish personal and financial goals. We provide a full range of services, to coordinate the stewardship of assets and promote personal, business and philanthropic interests.
Kenneth Kaye is among the most experienced (26 years in this specialty), published (three books and dozens of articles on the psychological dynamics of family businesses), and respected family business experts in North America.
At Marsh McLennan Agency Private Client Services (MMA PCS), we serve clients whose lives are anything but ordinary. That’s why we design insurance solutions that are just as unique – with the expertise, personal approach, and in-depth industry knowledge necessary to protect our clients’ wealth, safeguard the things and people they love, and keep ma...
Video Family Biographies helps exceptional families preserve and protect the the family legacy with luxury, documentary-style, video biographies, on a Blu-Ray Disc, DVD, or Flash Drive that are 90-minutes in length. Robert Jordan, Ph.D., a retired, Chicago television Anchor/Reporter for four decades produces and guides each splendid family story to...
Grant Thornton has what it takes to help you drive excellence throughout your business. We collaborate, innovate and care. Our people speak up, get creative and shake up the status quo. We believe in the power of fresh thinking and passionate people. Grant Thornton LLP (Grant Thornton) is the U.S. member firm of Grant Thornton International Ltd...
Domestic and international private client and private business advice for family offices, private businesses and entrepreneurs, including tax planning, significant transactions, trusts and estates, tax disputes and philanthropy. We focus on those areas of the law that are of recurring importance to private clients, which enables us to provide ad...
Mahler Private Staffing is a full-service placement firm that responds discreetly to our clients’ specialized staffing needs for their homes and family offices. Headquartered in Milwaukee, with offices in Chicago, New York and Palm Springs, Mahler Private Staffing offers its services nationwide. FOX member since 1996!