The Private Trust Company (PTC) has endured the test of time as a robust structure for achieving the multi-generational goals of wealth preservation, stewardship, and upholding flourishing families. This program is essential for families currently forming or considering a PTC and insightful to family members and qualified trustees hoping to be...
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At the heart of every family office is one goal – to sustain wealth for generations to come. Over the course of two days, join fellow family office investment professionals to gather and discuss the latest global investment themes, markets, economies, and more. Private investing areas such as real estate and hedge funds will be exp...
FOX’s Family Office and Wealth Advisor Forum will bring together family office executives and advisors in the UHNW industry to discuss the most critical challenges and opportunities impacting professionals in family offices and wealth advisory firms, and the clients they serve. From operational themes such as insurance, governance, or tax and estat...
October 23: Reserved for Family Members, Single-Family Office Executives, and FOX Thought Leaders Council MembersOctober 24-25: Open to all FOX Members Generational Transitions | The Future of Family Offices | The ‘Human Side’ of Wealth Management“The best place to learn about issues facing wealthy families and family offices.” - 2022 Forum At...
Already Registered? Access the 2023 FOX Technology Showcase HERE. At the fourth annual FOX Technology Showcase hear from technology leaders and visionaries in the family office industry as technology needs continue to evolve at an unprecedented pace. The future of connectivity, integration, and next-generation computing are driving changes tha...
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 Generation family members become prepared, informed, credible, and contributing leaders to the family enterprise.Each standalone prog...
The FOX Family Office Design Workshop for U.S. and International Families covers basic principles of a well-run family office and provides tools and techniques to create, run and professionalize the office.Plus, an extra day provides a foundation for exploration for embedded family offices and those still unsure if they want to create their own off...
The FOX Family Office Design Workshop for U.S. and International Families covers basic principles of a well-run family office and provides tools and techniques to create, run and professionalize the office.Plus, an extra day provides a foundation for exploration for embedded family offices and those still unsure if they want to create their own off...
The FOX Family Advisor Training Program will equip wealth advisors and family office professionals with the qualitative skills needed to meet the demands of increasingly complex client relationships. Through a unique inside-out-approach, you will work on self-discovery and develop self-mastery to improve how you effectively engage with others – bot...
The FOX Family Advisor Training Program will equip wealth advisors and family office professionals with the qualitative skills needed to meet the demands of increasingly complex client relationships. Through a unique inside-out-approach, you will work on self-discovery and develop self-mastery to improve how you effectively engage with others – bot...
The ROEF Academy takes the field of enterprise family education to a much higher level. It is an innovative, world-class program focused on empowering you to become a more successful, impactful, and inspiring enterprise family member than you ever thought possible. Learn, participate, grow, and connect for generations to come. Those attending RO...
Exclusively for our Rising Gen members, we will kick off programming Monday morning. October 23 with Kristi Kuechler from The ImPact joining us to discuss tactics to align your philanthropy with your values through the family office, and accessible ways to address social and environmental problems through your philanthropic choices. Also featured, ...
Join FOX at the first-ever Cyber & Security Summit!Risk management is a crucial component to the success of family offices and the families they serve. At the forefront of family office risk management is security – cyber, personal, and physical. All types of security needs will be addressed at this two-day event such as cybersecurity, physical...
Over the course of three days, the FOX community’s most sophisticated private capital investors will explore what’s on the investing universe horizon, direct investing trends, impact investing, the future of public equities, what’s new in alternative investments, and more. The forum will provide an opportunity to connect with peers from FOX familie...
The FOX Wealth Advisor Forum brings to the forefront the topics, issues and insights that advisors need to know to not only thrive but navigate new opportunities and direction. In 2021, advisors need to be prepared more than ever to respond to the client shifts underway. This year's forum will explore managing challenging family dynamics, making a ...