Exclusively for our Rising Gen members, we will kick off programming Monday morning. October 23 with Kristi Kuechler from The ImPact joining us to discuss tactics to align your philanthropy with your values through the family office, and accessible ways to address social and environmental problems through your philanthropic choices. Also featured, ...
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FOX’s Family Office and Wealth Advisor Forum will bring together family office executives and advisors in the UHNW industry to discuss the most critical challenges and opportunities impacting professionals in family offices and wealth advisory firms, and the clients they serve. From operational themes such as insurance, governance, or tax and estat...
At the heart of every family office is one goal – to sustain wealth for generations to come. Over the course of two days, join fellow family office investment professionals to gather and discuss the latest global investment themes, markets, economies, and more. Private investing areas such as real estate and hedge funds will be exp...
Already Registered? Access the 2023 FOX Technology Showcase HERE. At the fourth annual FOX Technology Showcase hear from technology leaders and visionaries in the family office industry as technology needs continue to evolve at an unprecedented pace. The future of connectivity, integration, and next-generation computing are driving changes tha...
October 23: Reserved for Family Members, Single-Family Office Executives, and FOX Thought Leaders Council MembersOctober 24-25: Open to all FOX Members Generational Transitions | The Future of Family Offices | The ‘Human Side’ of Wealth Management“The best place to learn about issues facing wealthy families and family offices.” - 2022 Forum At...
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...
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...
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...
Seeking ways to keep all family members interested and involved in family matters is a key objective of most family offices. This year’s FOX Fall Forum provides a broad array of new ideas and skills to enrich the delivery of service and strengthen the family client experience.The meeting kicks off with in-depth sessions on developing a family visio...
Non-Members please register using the button below: REGISTER Join us in New Orleans, LA for the fifth annual FOX Technology Showcase, being held in person for the first time! FREE for FOX Members – no event credits or registration fees required to attend the Technology Showcase!
All times listed are in U.S. Eastern time. REGISTER Click on the button above or use this link to register for the program. In-person only. Open to all qualified attendees, including Family Members and Single-Family Office Executives. Join us for breakfast and meet a curated group of family office and institutional investor...
Join FOX at the third annual Technology Showcase!Hear from technology leaders and visionaries in the family office industry as technology needs continue to grow at an exponential rate. The future of connectivity, integration, and next-generation computing are driving changes. Experience first-hand demonstrations from leading vendors focused on fami...
October 24: Reserved for Family Members, Family Office Executives, and FOX Thought Leaders Council Members October 25-26: Open to all FOX MembersAt the 2022 FOX Family Forum, family members, office executives, and their trusted advisors will come together to envisage how to address the critical challenges born from the largest wealth transfer ...
If you are looking to register for the 2022 FOX Family Forum, October 24-26 in Atlanta, GA, please click HERE.Join your family office peers at the 2022 FOX Family Office Forum! This program will bring together various c-suite family office executives and senior managers, including HR, legal, tax and technology heads as well as family members, ...
Take your personal and professional growth to the next level at the 2022 FOX Wealth Advisor Forum. This year’s forum will address the myriad of transitions that families are experiencing and how advisors can help them navigate. Additionally, growth is on the mind of advisory firms everywhere, and the educational sessions and networking opportunitie...