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10161 results found
2023 FOX Family Forum Recap – Day 2
Publish Date:
Oct 24 2023

Enjoy a recap of Day 2 of the 2023 Family Forum by Erin Hulse, Founder of Deviate Consulting, LLC.Industry Founders Panel: The Evolution of WealthSarah Hamilton, James (Jay) Hughes Jr., Dennis Jaffe, Ellen Perry, John Warnick, and moderated by Peter MoustakerskiFor the first time, FOX has gathered on the same stage the five most important founders ...

The 3 most critical questions to ask when selecting family office technologies
Publish Date:
Oct 26 2023

Private Wealth Systems, a global financial technology company that is revolutionizing the way private wealth is analyzed, reported, and managed. Private Wealth Systems has been named a FinTech Top 20 Company by American Banker, and Top FinTech Innovator by CIO Review.You don’t have to look far these days to see impressive financial dashboards showc...

Shannon Kennedy receives inaugural Glen W. Johnson Legacy Award at FOX Family Forum
Publish Date:
Jan 01 1970

This week, Family Office Exchange (FOX) recognized Shannon Kennedy, Head, BMO U.S. Wealth Management, as the inaugural recipient of its Glen W. Johnson Legacy Award. The award is presented to those who have distinguished themselves through exemplary achievements in the family office space.With over 35 years’ experience working with affluent familie...

2023 FOX Family Forum Recap – Day 3
Publish Date:
Oct 25 2023

Enjoy a recap of Day 3 of the 2023 Family Forum by Erin Hulse, Founder of Deviate Consulting, LLC.Anticipating Change in the Family and the Family EnterpriseJoline Godfrey, Sara Hamilton, and Jeff StreseExplores a multitude of dynamics coming simultaneously; generational shifts happening faster and with greater consequence, AI, and climate change, ...

Inflection Points: 4 for 24: Themes to Watch for Next Year
Publish Date:
Jan 01 1970

Investors always have a lot to worry about, and the current environment is no different. Markets continuously climb walls of worry. One day interest rates are the concern, the next its upcoming elections, the day after perhaps economic growth. Assessing risks is central to sound investment, but be careful of inertia. Thinking from a long-term persp...

2012 FOX Fall Forum Overview
Publish Date:
Jul 26 2012

The strength of any membership organization is its members. FOX is a place for people to ask questions, to share ideas and benefit from the knowledge we’ve collected during the more than 20 years of serving the ultra-high-net-worth market. The Fall Forum has always been the greatest embodiment of that dynamic. It serves in large part to tel...

2012 FOX Fall Forum Sponsors
Publish Date:
Jun 20 2012

2012 FOX Fall Forum Sponsors and Exhibitors Interested in sponsoring? Please contact Sandra Ditore at 312.327.1233 or by email at sditore@familyoffice.com. Sponsorship is on a first come, first serve basis.

2012 FOX Fall Forum Speakers
Publish Date:
Mar 06 2012

2012 FOX Fall Forum Keynote SpeakersRichard Haass, President, Council on Foreign RelationsMark Halperin, TIME and MSNBC Correspondent and author of "Game Change"Preliminary FOX Fall Forum SpeakersAnn M. Dugan, Institute for Entrepreneurial ExcellenceAnn Dugan is the founder of the Institute for Entrepreneurial Excellence, a sel...

2012 FOX Fall Forum Accommodations
Publish Date:
Apr 17 2012

Hotel AccommodationsJW Marriott Chicago151 West AdamsChicago, IL 60603312.660.8200Reserve Your Room NowFOX has reserved rooms at the JW Chicago Chicago at a rate of $265/night plus applicable taxes. To obtain the discounted rate, contact reservations directly at 866.270.6430 and mention Family Office Exchange, or complete your reservation online. T...

2012 FOX Fall Forum Speakers
Publish Date:
Mar 06 2012

2012 FOX Fall Forum Keynote SpeakersRichard Haass, President, Council on Foreign RelationsMark Halperin, TIME and MSNBC Correspondent and author of "Game Change"Preliminary FOX Fall Forum SpeakersAnn M. Dugan, Institute for Entrepreneurial ExcellenceAnn Dugan is the founder of the Institute for Entrepreneurial Excellence, a sel...

2012 FOX Fall Forum Speakers
Publish Date:
Mar 06 2012

2012 FOX Fall Forum Keynote SpeakersRichard Haass, President, Council on Foreign RelationsMark Halperin, TIME and MSNBC Correspondent and author of "Game Change"Preliminary FOX Fall Forum SpeakersAnn M. Dugan, Institute for Entrepreneurial ExcellenceAnn Dugan is the founder of the Institute for Entrepreneurial Excellence, a sel...

2012 FOX Fall Forum Sponsors
Publish Date:
Jun 20 2012

2012 FOX Fall Forum Sponsors and Exhibitors Interested in sponsoring? Please contact Sandra Ditore at 312.327.1233 or by email at sditore@familyoffice.com. Sponsorship is on a first come, first serve basis.

2012 FOX Fall Forum Sponsors
Publish Date:
Jun 20 2012

2012 FOX Fall Forum Sponsors and Exhibitors Interested in sponsoring? Please contact Sandra Ditore at 312.327.1233 or by email at sditore@familyoffice.com. Sponsorship is on a first come, first serve basis.

2012 FOX Fall Forum Accommodations
Publish Date:
Apr 17 2012

Hotel AccommodationsJW Marriott Chicago151 West AdamsChicago, IL 60603312.660.8200Reserve Your Room NowFOX has reserved rooms at the JW Chicago Chicago at a rate of $265/night plus applicable taxes. To obtain the discounted rate, contact reservations directly at 866.270.6430 and mention Family Office Exchange, or complete your reservation online. T...