Download the BrochureEvolving Beyond the Business to a Family Enterprise View“Family enterprise” is the term used to describe the successful families that understand their collective wealth as broader than the family business or the financial wealth and inclusive of all that the family owns collectively and wishes to preserve for future generations...
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Download the Brochure to Register Developing a Family EnterpriseMindsetHelping enterprise families design and implement their long-term vision“Family enterprise” is the term used to describe the successful families that understand their collective wealth as broader than the family business or the financial wealth and inclusive of all that the ...
The Family Office Design Workshop will cover basic principles of a well-run family office and provide tools and techniques to professionalize the office. Come and learn the basics or get a refresher on how to improve operations and take your office or the one you are planning to the next level. With nearly 30 years of collective intelligence, FOX w...
The 2019 FOX Global Investment Forum™ brings together the most sophisticated investors of private capital across the FOX community, as family offices forge a distinct approach to their investing in the midst of market uncertainty.With an expanded, two-day format, attendees will have an opportunity to hear what is on the mind of the wealth owner, ex...
This year’s FOX Wealth Advisor Forum will focus on how to effectively evolve your firm in the midst of great change. As an industry, we are seeing massive transitions across client demographics, talent, the skills needed to deliver an optimal client experience, and unparalleled technological disruption. Many advisors are preparing to address change...
Please join us for our third FOX Rising Gen Forum on May 5-6, 2019. This community was created to help connect like-minded peers looking for an opportunity to learn, share experiences, and develop skills as leaders within your families.Our Spring event offers next generation family members a place to connect and build community with like-minde...
The 2019 FOX Family Office ForumTM brings together CEOs, HR managers, technology heads, and financial executives to focus on practical approaches to the many trends and issues affecting families and family office executives. In this exciting program, we will hear from leading experts in developing leaders in both the family and family office, ...
This year’s Forum marks a significant milestone as we celebrate a generation of working closely with families, family offices, and trusted advisors. Participants will gain insight directly from successful families of impact as they share their challenges and successes in bridging multiple generations. Our featured families will share stories about ...
The FOX Building a Unified Family EnterpriseTM workshop will show you and your family how to design a long-term plan for your Family Enterprise. The workshop will give you the tools you need to implement a vision and a plan for your family’s future together. Attendees will learn about developing a framework for their own family enterprise plan, a p...
The 2019 FOX Rising Gen Forum is an opportunity for family members in their 20s, 30s and 40s to meet and build relationships with other members of the Rising Gen community who are in similar situations. The Forum provides a place where you can have the authentic conversations you might not be able to with friends or business colleagues.Participants...
OverviewWith serious new challenges to the safety and security of prominent families arising each day, this seems like a good time to come together to hear from experts about the steps we need to take to protect our clients. The FOX Family Security Workshop, July 18-19 in Chicago, will offer insights into the precautions for physical, personal, and...
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 philanthropy and community impact. Successful families need a thoughtful way to plan for, org...
The FOX Spring Global Investment Forum™ brings together the most sophisticated investors of private capital across the FOX community.Private investors face increasing challenges investing long-term capital in this time of significant disruption. This Forum will explore many of these important disruptions:A discussion of the potential implications o...
June 12-13, 2018 | Chicago, ILDeveloping 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’t see down the road o...
FOX is pleased to offer the FOX Trustees and Beneficiaries Workshop on June 19-20, 2018 in Chicago. 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.Location:The Metropolitan233 South Wacker DriveWilli...