The FOX Global Owners Forum™ attracts family members from around the world. It is programmed exclusively for the owners of family enterprises. It is a place where owners can be together with their true peers in an energizing learning and sharing environment.The event offers a lively mix of family enterprise best practices and case studies, discussi...
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This year’s FOX Wealth Advisor Forum™ will focus on practical, business-building approaches to the many trends and issues affecting advisors to the ultra-wealthy. We will offer methods to address the accelerating innovations in investment technology and omni-present cybersecurity risks, as well as the increasing longevity of our clients, intense co...
The FOX Financial Executives Forum now has a new name: The FOX Family Office Forum. Anyone who has attended recently knows that the scope of the conference expanded beyond only financial executives long ago. The topics and the peer network now include CEOs, HR managers, technology heads, as well as financial executives. Our new name clarifies ...
The FOX Autumn Global Investment Forum™ brings together the most sophisticated investors of private capital across the FOX community, as they consider the challenges involved in investing as volatility returns to the markets.We will address the following topics:The macro outlook for investment markets appears to be at a critical point. The historic...
In periods of rapid change, the risks can sometimes seem overwhelming -- whether geopolitics, industry and market disruption, technological change, or cybersecurity concerns. However, one of the unanticipated benefits of change is the silver lining of new opportunities. The key to success is having the tools to identify innovative possibilities and...
Please join us for our second FOX Rising Gen Forum in Chicago on October 21 and 22. This community was created to help connect you with people, like yourself, looking for an opportunity to learn, share experiences, and develop skills as leaders within your families.At FOX, we have found that a commitment to learning is a key characteristic for lead...
November 14-15, 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 ro...
The Private Trust Company (PTC) has passed the test of time as a robust structure for achieving the multi-generational goals of wealth preservation, stewardship, and promoting flourishing families. This program is essential for families forming or considering a PTC and insightful to family members and qualified trustees wanting to better understand...
We have helped many families design and professionalize their family office over the last three decades. The basic principles of a well-run family office have not changed but the ways to professionalize the office are always changing. Come and learn the basics or to get a refresher on how to improve operations in the family office.WHAT TO EXPECTAn ...
Popular wisdom says that money solves everything. But the truth is that living with family wealth is complicated. As the family tree starts to branch out, it gets more complicated. The good news is that while you and your family are unique, you are not alone.Family Office Exchange (FOX) is creating a new community for members of the Rising Generati...
Online registration closes on Friday, Feb. 12. If you would like to register after this date, please contact events@familyoffice.com.Family Office Exchange (FOX) is pleased to offer the Rising Gen Leadership Program Series for the preparation of future family leaders. This four-part learning series uses a multi-disciplinary approach to help Rising ...
We are excited to announce our new FOX Family Office Technology Showcase. We have expanded the former Family Office Forum Technology Showcase into a three-day, standalone, virtual experience. Learn about the latest technology disruptions and attend demos of family office software solutions from a variety of leading vendors. Explore the ...
The FOX 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,...
Family Office Exchange (FOX) is pleased to present the inaugural Rising Generation Leadership Program for the preparation of future family leaders. The learning series is focused on educating future family leaders so they are armed with the quantitative and qualitative skills needed to thrive in life, business, and wealth stewardship. Particip...
Due to the ongoing pandemic, the 2020 FOX Global Investment Forum™ has gone virtual. Over the course of four days, the FOX community’s most sophisticated private capital investors will explore what’s on investing’s horizon, including emerging technology, social impact, and trending opportunities.The forum will provide an opportunity to connect with...