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Please join us Thursday, March 25, from 3:00pm CT - 4:00pm CT for a virtual meeting with private investors, focused on bringing together families with an active interest in direct investing. In this meeting Jonathan Tunner, Director, Private Investment Opportunities, and Tim Duffy, General Counsel and Manager of Strat...

Please join us Thursday, June 3, from 3:00pm CT - 4:00pm CT 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 challenge...

Please join us Thursday, April 29, from 10:00 am to 11:15 am CT, for a live and interactive 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 i...

FOX is gathering family office members who are interested in discussing investing in blockchain and cyptocurrencies. We ask that you email cehrhart@familyoffice.com with topics or questions you or your family office would like to discuss or learn more about with your peers. This is going to be an informal discussion among peers.&nbs...

Please join us on Wednesday, February 9, from 10:00 am to 11:00 am CT, for a live interactive webcast with FOX members and subject matter experts.Family Businesses in the United States fuel the country’s economic engine. Research shows Family Businesses employ 59% of all US workers and generate 54% of GDP, (“2021 Contribution o...

Please join us on Wednesday, January 19, from 10:00 am to 11:00 am CT, for a live interactive webcast with FOX members and subject matter experts.The new year brings unique opportunities for families and their offices, but it can also create new obstacles to navigate. FOX has identified three dominant themes that will drive disruption and oppo...

Please join us on Wednesday, February 23, from 10:00 am to 11:00 am CT, for a live interactive webcast with FOX members and subject matter experts.Join FOX for a 2022 global economic update from Charles Schwab’s Chief Global Investment Strategist, Jeffrey Kleintop. Jeffrey will highlight important issues in the current economic cycle such as c...

Please join us on Wednesday, March 9, from 10:00 am to 11:00 am CT, for a live interactive webcast with FOX members and subject matter experts.Family offices are getting more and more sophisticated, with complex structures and investment platforms similar to that of institutions. Attracting the talent to deliver and manage those models and platform...

Please join us on Wednesday, April 20, from 10:00 am to 11:00 am CT, for a live interactive webcast with FOX members and subject matter experts.FOX’s annual estate planning webcast will lead participants through a thoughtful discussion of some of the most important topics and developments that were covered at the 56th Annual Heckerling Institute on...

Please join us on Thursday, May 12, from 10:00 am to 11:00 am CT, for a live interactive webcast with FOX members and subject matter experts.Money conversations can be difficult, and yet they are necessary. FOX Chief Learning Officer Mindy Kalinowski Earley will be joined by Amy Zehnder and Cindy Coe as they discuss financial education using an eng...

Please join us on Thursday, April 13, from 10:00 am to 11:00 am CT, for a live interactive webcast with FOX members and subject matter experts.Our annual cybersecurity update will discuss one of the leading cybersecurity risks to your firm and your clients—ransomware. With the instances of ransomware attacks rising every day, wealthy family of...

Please join us on Wednesday, May 25, from 10:00 am to 11:00 am CT, for a live interactive webcast with FOX members and subject matter experts.One of FOX’s invaluable member benefits is the peer perspective gleaned from participating in FOX surveys. Jonathan Tunner, Director of Private Investment Opportunities at FOX, and Scott Muench, the market le...

Please join us on Wednesday, September 7, from 10:00 am to 11:00 am CT, for a live interactive webcast with FOX members and subject matter experts.The family PTC is an evolving and essential strategy that contributes to long-term financial and family enterprise success. Join us for this in-depth discussion on how a private trust company that levera...

Please join us on Wednesday, June 8, from 10:00 am to 11:00 am CT, for a live interactive webcast with FOX members and subject matter experts.The family office talent landscape is more competitive than ever before. Join this webcast to hear from a family office HR expert on how you can employ proven processes to engage and retain. We&nbsp...

Please join us on Wednesday, June 22, from 10:00 am to 11:00 am CT, for a live interactive webcast with FOX members and subject matter experts.The passing of a family member is always stressful and challenging. The family office plays a critical role in helping the family through the process, often coordinating everything from the smallest funeral ...