The FOX SPRING Global Investment Forum™ is a different kind of investment conference — it is for owners of investment capital and CIOs working for owners of investment capital. Designed to engage the unique interests of family investment decision-makers and asset allocators, the topics are determined objectively and non-commercially to provide what...
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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 $195.00 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 ...
Download the BrochureFamilies who are thinking about starting or refining a family office want to do it right. They want to know what steps to take, when to take them, and how to avoid costly mistakes. But they can’t see down the road to know what will be needed. This workshop is designed to help.
The FOX Financial Executives Forum is the industry’s 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 19-20 at Swissotel Chicago for an in-depth look at tax and estate laws, techn...
Download the BrochureEnterprise families are the most prepared to preserve the family and its wealth and well-being for future generations. Families who are successful in establishing an enterprise view tell us it is an evolving process that requires a clear vision for the future and a commitment by the family to ensure the vision gets implemented....
There are many complexities that come with being a family enterprise. What starts out as a family business gradually evolves into multiple businesses, major real estate holdings, multi-generational ownership structures and investment portfolios, along with visibility in the community and in your philanthropy. Successful families need a thoughtful w...
Feb 21-22, 2018 | Fort Lauderdale, FLPrivate Family Trust Companies (PFTCs) have evolved from a new concept to one that is now established and used widely by family enterprises as a strategy for managing increasing complexity within their enterprise. With the evolution of the PFTC, there are hard questions that need to be asked like how...
View the 2018 Workshop, June 12-13 in Chicago, here. Developing and Improving Your Family OfficeFamilies and executives who are thinking about being more strategic and professionalizing their family office want to do it right. They want to know what steps to take, when to take them, and how to avoid costly mistakes and setbacks. Many can...
The wealth advisor business is in the throes of unprecedented change. This year’s FOX Wealth Advisor Forum™ will explore the trends and transformations that are disrupting “business as usual” and requiring significant reassessment of how advisors do business. At the same time, opportunities abound and those who can innovate within their business ar...
This workshop is one of the very few places trustees and beneficiaries get the high-quality, objective, and non-commercial training they need to fulfill their roles in an informed and confident way.Download Brochure
Catch up on the latest developments in technology, insurance, taxes, security, and family office processes at the 2017 FOX Financial Executives Forum.Review solutions that can solve unique family office challenges from top Fintech providers covering general ledger, portfolio management, reporting, and family communication.As always at a FOX event, ...
The FOX Autumn Global Investment Forum™ brings together the most sophisticated investors of private capital across the FOX community.The Forum will address investors’ uncertainty resulting from today’s shifting interest rate environment and the systemic risks to the equity markets that may be a consequence of the extraordinary growth of indexing. A...
Family Journeys: Traveling With IntentionAs we travel through life, the people we meet, the things we learn, and the goals we set influence our paths. The experiences we collect along the way and the stories we tell about them connect our past to our present and help us set a course for the future. At this year’s FOX Fall Forum, we’ll hear from fam...
**Please note that due to weather and the resulting course conditions, the Golf Outing has been cancelled.** 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 the Forum Welcome Reception at the Swissôtel Chicago.
This Workshop has been postponed. Please contact Events at 312.327.1221 with any questions.March 6, 2018 | Melbourne, AustraliaDeveloping and Improving Your Family OfficeFamilies and executives who are thinking about being more strategic and professionalizing their family office want to do it right. They want to know what steps to take,...