The Council ExperienceAt FOX, we invite distinguished advisor firms to join the FOX Thought Leaders Council (TLC) based on their reputation, skill and commitment to the highest end of the private wealth management industry. This working group of experts engage in top level discussions that push the boundaries of best practice.The Thought Leader Cou...
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The ExperienceFOX Councils provide a place where all the key players in the family office sphere can find a highly selective group of peers with whom to work in defining and refining the work they do.The work of each council is orchestrated by an experienced FOX expert and supported by research, case studies and outside subject matter experts that ...
The ExperienceFOX Councils provide a place where all the key players in the family office sphere can find a highly selective group of peers with whom to work in defining and refining the work they do.The work of each council is orchestrated by an experienced FOX expert and supported by research, case studies and outside subject matter experts that ...
WHY WORK WITH FOX?FOX Technology Consulting Services provide strategic advice and practical solutions for your greatest challenges around technology and operations.Experience first-hand the newly articulated FOX Technology Ecosystem that helps focus on specific functional components all while leveraging the best modern technology.Click i...
It has been a lively year for private family trust companies (PFTCs). Several states are embracing innovative PFTC-friendly laws in the hopes of attracting families to their borders. Existing PFTCs are implementing creative solutions in response to these new legal conditions and changing family needs. Multi-family offices are expanding their trust ...
FOX Trustee and Beneficiary WorkshopJune 22-23, 2016, New York, NYEvent ProfileA 1.5 day workshop that educates trustees and beneficiaries about the legal, investing and human behavioral aspects of being a trustee. Attendee Profile 40 Family members and advisors who are considering or serving in a trustee role, trust beneficiaries Underwr...
FOX Family Office Design Workshop, June 8-9, 2016Chicago, IL Event ProfileThis comprehensive, two-day workshop explores the critical elements needed to start a family office, steps that need to be taken, when to take them and how to avoid costly mistakes.Attendee Profile30-40 Family members who are newly liquid, thinking about starting a famil...
FOX Fall Forum, October 23-25, 2017Chicago, IL Event Profile The FOX Fall Forum represents FOX’s premier member event as it brings together family office executives, family members, and leading advisors serving the ultra wealthy community. The content features topics that are critical to the success and continuity of global families. Th...
Financial Executive Forum, July 19-20, 2016Chicago, ILEvent ProfileThe Financial Executives Forum content is ideal for single family offices and MFO financial executives seeking an update on tax and estate planning, technology, operational best practices and risk mitigation.Attendee Profile80 Family Office Executives and 30+ MFO financial exec...
Private Family Trust Company Symposium2018 Event ProfileThe Private Family Trust company Symposium provides 2 days of in-depth information relevant to the needs of executives managing or interested in learning about the private family trust company structureAttendee profile90-100 Private family Trust Company executives and experts who have or ...
Wealth Advisor Forum, May 4-5, 2016Coral Gables, FloridaAttendee Profile125-150 total attendees comprises of MFOs, banks, trust companies, law firms, accounting firms, family business consultants and investment consultants who serve ultra wealthy families.Event profileThe FOX Wealth Advisor Forum brings together advisors to learn about trends and b...
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The conversations on the Online Discussion Groups often involve Members providing recommendations to each other on advisors and services to use. As a service to members, FOX collects recommendations from the Online Discussions, categorizes them, and provides them for members’ use in the FOX Member Recommended Advisor Directory. Only members have ac...
Remember to include contact information in your post if you would like others to contact you outside the Online Discussion group. FOXChat makes it easy for you to include a signature with your contact information.If you wish, you may post a question to a peer group or network discussion anonymously. Replying via email is never anonymous, however.&n...