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Please join us for a live, interactive, discussion with FOX members on Robotic Process Automation for Family Offices. During this virtual event, members will be able to share ideas, questions, and solutions for operating in the months ahead.At our recent Family Office Forum, we touched on what robotic process automation (RPA) can do in a...

Please join us on Wednesday, February 3, from 10:00 am to 11:00 am CT, for a live webinar with FOX members on The Future of Exemptions. Join two tax and estate planning experts for a discussion on the future of the estate tax and GST exemptions. If you didn’t evolve your estate planning tax strategies before the close of 2020, lear...

Please join us on Thursday, January 28, from 10:00 am to 11:00 am CT, for a live webinar with FOX on the Ten Dynamic Forces for Change. FOX experts will take a look back at the events of 2020 and discuss their implications for 2021. Sara Hamilton, CEO & Founder, Glen W. Johnson, Chief Operating Officer, and other FOX experts wi...

Please join us on Wednesday, February 3, from 10:00 am to 11:00 am CT, for a live interactive webcast on Successful Integration of Newcomers in the Family Enterprise with FOX members and subject matter experts. In this webcast, join host Joline Godfrey, Managing Director of Family Learning & Programming for the Hawthorn Institut...

Please join us on Wednesday, February 17, from 10:00 am to 11:00 am CT, for a live webcast on Market Insights: Key Themes for 2021 and Beyond with FOX members and subject matter experts. In this FOX webcast, Phillip Nelson, Partner and Director of Asset Allocation, and Stacey Flier, Principal and Senior Consultant, NEPC Private...

Please join us on Wednesday, March 3, from 10:00 am to 11:00 am CT, for a live webcast on AI Automation – Investing in a Post-Pandemic World with FOX members and subject matter experts. The pandemic has accelerated innovation – we have seen 10 years of digital transformation practically overnight, adding momentum to t...

Please join us on Wednesday, March 17, from 10:00 am to 11:00 am CT, for a live webcast on Five Cultural Shifts Forever Changing Giving with FOX members and subject matter experts. In this webcast, Carrie Morgridge, Chief Disruptor of the Morgridge Family Foundation (MFF), and Terry Young, Founder and CEO of cultural consu...

Please join us on Wednesday, April 7, from 10:00 am to 11:00 am CT, for a live webcast on Energizing Family Meetings: Planning and Facilitation Tips with FOX members and subject matter experts. Remember when the most difficult decision was selecting where to hold the family meeting? Welcome to the Family Meeting of 2021 wh...

Please join us on Friday, April 30, from 10:00am to 11:00am CT, for for a live webcast on FOX 2021 Global Investment Survey Highlights with FOX members and subject matter experts. One of FOX’s invaluable member benefits is the peer perspective gleaned from participating in FOX surveys. Gaby Griffin, the Market Leader for B...

Please join us on Wednesday, May 5, from 10:00 am to 11:00 am CT, for a live webcast with FOX members and subject matter experts.This annual cybersecurity update covers the leading threats you need to be aware of to keep your clients and your firm protected. 2021 cybersecurity trends and best practices will be shared.Please note this web...

Please join us on Wednesday, May 19, from 10:00 am to 11:00 am CT, for a live webcast titled '2021 Estate Planning Update' with FOX members and subject matter experts. FOX’s annual estate planning webcast will lead participants through a thoughtful discussion of some of the most important topics and developments that were ...

Please join us on Wednesday, June 2, from 10:00 am to 11:00 am CT, for a live interactive webinar with FOX members and subject matter experts. During this virtual event, attendees 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 comi...

Please join us on Wednesday, June 30, from 10:00 am to 11:00 am CT, for a live interactive webcast with FOX members and subject matter experts. The ultra-wealth business continues to perform well, but not without some growing pains. While advisors to families of wealth benefited from a strong rebound in the markets during 2020,...

Please join us on Wednesday, July 28, from 10:00 am to 11:00 am CT, for a live interactive webcast with FOX members and subject matter experts. Succession and Generational Transition is a key concern for over half of FOX’s family member leaders. Similarly, our rising gen research shows that 53% of the rising gen view leadership...