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Please join us on Tuesday, June 23, from 10:30 am to 11:30 am CT, for a live, interactive, discussion with FOX members on Managing Back-to-Work Health Requirements. During this virtual event, members will be able to share ideas, questions, and solutions for operating in the months ahead. As each state goes through their phased...

Please join us for our monthly FOX Investment Opportunity Exchange on Recalibrating Risk. This live, interactive event for FOX members is intended to share investment ideas, deals under way, or opportunities being considered. This session will feature discussions with select investors on their current thinking, as well as peer dialo...

Please join us on Tuesday, July 21, from 10:30 am to 11:30 am CT, for a live, interactive, discussion with FOX members on Strategic Planning in a Time of Uncertainty. During this virtual event, members will be able to share ideas, questions, and solutions for operating in the months ahead. To be well-positioned to thrive ...

Please join us on Tuesday, October 6, from 10:30 am to 11:30 am CT, for our monthly FOX Investment Opportunity Exchange. This live, interactive event for FOX Members is intended to share investment ideas, deals under way, or opportunities being considered. Each session will feature discussions with select investors on their current thinking, ...

One of the most valuable benefits for FOX members is learning what their peers are doing. Bill Sullivan, President of FOX, will share the key themes of this year’s annual Global Investment Survey. Discover how our members are pivoting their investing due to Covid-19, in addition to their portfolio performance pre-Covid. Learn where our member...

Peter Mahler founded Mahler Private Staffing over 30 years ago. He and his team have staffed the homes and family offices of over 1,000 of America’s leading families. Join Peter as he discusses the challenges and opportunities that Covid-19 has presented to our clients - including best practices for managing live-in household staff, ‘come and...

***Note: New broadcast date***What you don’t know can hurt you! Learn how to use effective trust mapping as tool to help you identify missed opportunities in planning.Learn best practices on how to use a one page diagram to help you gain clarity around the current wealth transfer plan and spot opportunities for improvement. *...

Please join us for a virtual meeting with the FOX Rising Gen community. These experiences are available to all members of FOX’s Rising Gen community who are looking for opportunities to build relationships, have authentic conversations, and gain action-oriented new ideas.This session will feature Paige Cornetet Afendoulis, founder of Millennial Gur...

Please join us for a virtual meeting with private investors, focused on bringing together families with an active interest in direct investing. Meet other like-minded investors and engage in meaningful interactive virtual peer discussion among members to share ideas, experiences, and challenges of investing in an unprecedented environmen...

Please join us on Tuesday, August 18, from 10:30 am to 11:30 am CT, for a live, interactive, discussion with FOX members on Back to the Office -- Part 2. During this virtual event, members will be able to share ideas, questions, and solutions for operating in the months ahead. As always, we look forward to continued dialogue with you over the comin...

Please join us on Tuesday, September 1, from 10:30 am to 11:30 am CT, for a live, interactive, discussion with FOX members on Adopting Work-From-Home for the Long Term. During this virtual event, members will be able to share ideas, questions, and solutions for operating in the months ahead.As always, we look forward to continued dialogue wit...

Attracting and retaining talent is the top Human Capital challenge in family offices today. FOX Chief Operating Officer, Glen W. Johnson and Ken Cameron of Grant Thornton LLP will share what your peers who completed the 2020 FOX Family Office Compensation & Benefits Survey are doing to attract and retain key talent. ...

Please join us on Tuesday, November 3, from 10:00 am to 11:00 am CT, for a FOX webinar on Maintaining Control & Flexibility with Trusts in Uncertain Times: Key considerations for year-end planning.With elections around the corner and the year-end quickly approaching, this webinar provides an essential review of key trust provisions a...

Please join us on Tuesday, December 1, from 10:30 am to 11:30 am CT, for our monthly FOX Investment Opportunity Exchange. This live, interactive event for FOX Members is intended to share investment ideas, deals under way, or opportunities being considered. Each session will feature discussions with select investors on their current thinking,...

Please join us on Tuesday, December 15, from 10:00 am to 11:00 am CT, for a live webinar with FOX members on A Buyers Journey From Selection to Implementation of a New Reporting and Analytics Platform. During this webinar, you’re invited to join Susan McDermott, Head of Family Office Solutions, Peter O'Brien, Vice President of...