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FOX Technology Resource Partners act as both core and peripheral services and solutions for the community and membership including families, family offices, operating companies, and advisor organizations. FOX hosts a monthly meeting comprised of different thought leader specialists whose focus is in the areas of technology including software, data ...

Please join us on Friday, February 2, from 10:00 am to 11:00 am CT, for a live interactive Member Town Hall with FOX members and Peter Moustakerski, CEO of FOX and David Toth, President of Membership. Join FOX for our first quarterly town hall of 2024, hear the latest news about FOX membership, new and helpful services and benefits for...

Risk Management at FOX is focused on all aspects of risk for its membership including families, family offices, operating companies, and advisor organizations. FOX hosts a quarterly meeting comprised of different vendors and thought leader specialists whose focus is in the areas of Cybersecurity, Physical Security, Personal Security, Insurance, Gov...

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...

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...

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 ...

The FOX Trustees and Beneficiaries Workshop will provide attendees a deeper understanding of the core trustee duties and powers as well as the trustee’s responsibilities for educating and mentoring the beneficiaries.Download Brochure

Purpose of the Forum: The 2015 FOX Global Investment Forum will foster smart, investment focused conversations among peers on trends, opportunities, processes, and best practices for multi-generation families with an educational slant and actionable takeaways. Who Should Attend?: Attendance is limited to sophisticated investmen...

Tuesday, February 9, 2016Assessing Impact, Creating and Operating a PFTCPre-Symposium Workshop - For Those Exploring Forming a PFTCAs a family considers whether a PFTC would be the best trustee to make discretionary decisions on how their wealth in trust is invested, managed, distributed and spent, what do they need to know about PFTC structure and...

Symposium - For Those Currently Operating a PFTC Examines how to maximize a PFTC’s potential for meeting a family’s needs and aspirations. Sessions will address strategies families can implement in the areas of: Achieving goalsRisk assessment and managementDeveloping a sustainable family, employee and advisor culture Topics include:R...