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Exchange best practices, trends, ideas and case studies to help enterprise families become wiser and more successful over the long run. As such, the program typically includes the following modules: 1-2 Enterprise family case studies 1-2 Sessions on best practices or trends Several Peer dialogue sessions Specialized discussion...
Share experiences and explore new ideas and strategies with an exclusive peer group of other family leaders. The Global Family Enterprise Council will both challenge and inspire you in your work to ensure your family’s capital reaches its full potential and elevate your professional and personal performance.
General Timing The FOX Executive Council '04 is comprised of CEOs of the largest, most sophisticated multi-generational family offices in the U.S. pursuing the best practices for complex family enterprises. The purpose of this council is to elevate the professional and personal performance of these executives and therefore enhance the...
The purpose of this Council is to provide a venue to help wealth advisor firms think about strategic objectives for their companies by means of peer insights, investigation of the drivers of success for integrated wealth management, and articulation of the needs of the ultra-high-net-worth target market. For information about joining this Counci...
The FOX Global Owners Forum™ returns in March 2017 to guide families on their enterprise journey. This event is programmed specifically for family members.This is a unique opportunity for family members to meet with members of families like themselves to discuss their experiences and challenges in guiding families of wealth. FOX will frame the disc...
The FOX Spring Global Investment Forum™ brings together the most sophisticated investors of private capital across the FOX community to address the pivotal investment issues of today.While recognizing the important distinctions between institutional and private wealth, the Forum will highlight the most forward-looking thinking by leading institutio...
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...
On May 3-5, the focus of the wealth management world will be on Coral Gables, FL. The leading advisors will converge for the 2016 FOX Wealth Advisor Forum™, where Family Office Exchange will reveal their latest insights into the needs of the world's most financially successful families and their preferred ways of working with their advisors. This i...
Agenda | Exhibitors | Speakers | Venue & Accommodations | Materials The FOX Autumn Global Investment Forum™, September 15 in New York City, is designed to satisfy the unique interests and needs of family investment decision-makers and their executive-level asset allocators.Deepening FOX’s commitment to offering fresh investment i...
Agenda | Exhibitors | Presenters | Venue & Accommodations | Materials Family members, family office executives, and advisors to families all may have the opportunity to partner with one another at various points in the history of a family. Successful partnerships are essential for family sustainability and evolve from relationships th...
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 the Brochure