Search Results

Please join us on Wednesday, March 9, from 10:00 am to 11:00 am CT, for a live interactive webcast with FOX members and subject matter experts.Family offices are getting more and more sophisticated, with complex structures and investment platforms similar to that of institutions. Attracting the talent to deliver and manage those models and platform...

Please join us on Wednesday, April 20, from 10:00 am to 11:00 am CT, for a live interactive webcast 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 covered at the 56th Annual Heckerling Institute on...

Please join us on Thursday, May 12, from 10:00 am to 11:00 am CT, for a live interactive webcast with FOX members and subject matter experts.Money conversations can be difficult, and yet they are necessary. FOX Chief Learning Officer Mindy Kalinowski Earley will be joined by Amy Zehnder and Cindy Coe as they discuss financial education using an eng...

Please join us on Thursday, April 13, from 10:00 am to 11:00 am CT, for a live interactive webcast with FOX members and subject matter experts.Our annual cybersecurity update will discuss one of the leading cybersecurity risks to your firm and your clients—ransomware. With the instances of ransomware attacks rising every day, wealthy family of...

Please join us on Wednesday, May 25, from 10:00 am to 11:00 am CT, for a live interactive webcast with FOX members and subject matter experts.One of FOX’s invaluable member benefits is the peer perspective gleaned from participating in FOX surveys. Jonathan Tunner, Director of Private Investment Opportunities at FOX, and Scott Muench, the market le...

Please join us on Wednesday, September 7, from 10:00 am to 11:00 am CT, for a live interactive webcast with FOX members and subject matter experts.The family PTC is an evolving and essential strategy that contributes to long-term financial and family enterprise success. Join us for this in-depth discussion on how a private trust company that levera...

Please join us on Wednesday, June 8, from 10:00 am to 11:00 am CT, for a live interactive webcast with FOX members and subject matter experts.The family office talent landscape is more competitive than ever before. Join this webcast to hear from a family office HR expert on how you can employ proven processes to engage and retain. We&nbsp...

Please join us on Wednesday, June 22, from 10:00 am to 11:00 am CT, for a live interactive webcast with FOX members and subject matter experts.The passing of a family member is always stressful and challenging. The family office plays a critical role in helping the family through the process, often coordinating everything from the smallest funeral ...

Please join us on Wednesday, July 27, from 10:00 am to 11:00 am CT, for a live interactive webcast with FOX members and subject matter experts.Explosive wealth growth and escalating client demands are collectively impacting the course of the Ultra-High Net Worth business. ​This webcast will discuss some of the challenges presented by this shift in ...

Please join us on Wednesday, October 12, from 10:00 am to 11:00 am CT, for a live interactive webcast with FOX members and subject matter experts.Join FOX and our partner Grant Thornton as we explore the findings from our research on the current state of compensation and benefits in the family office space. This year’s surveys focused on Board, Tru...

Please join us on Wednesday, November 9, from 10:00 am to 11:00 am CT, for a live interactive webcast with FOX members and subject matter experts.Year-end provides a chance to review your tax situation to mitigate liabilities and leverage opportunities. Join FOX for a panel discussion on important items that US and Canadian taxpayers and their advi...

Please join us on Wednesday, December 7, from 10:00 am to 11:00 am CT, for a live interactive webcast with FOX members and subject matter experts.Deb Hoover served as President and CEO of Burton D. Morgan Foundation for 15 years, and during that time she played an integral role in fulfilling the donor’s vision of advancing entrepreneurship in north...

Please join us on Wednesday, February 1, from 10:00 am to 11:00 am CT, for a live interactive webcast 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 addressed at the 57th Annual Heckerling Institut...

Please join us on Wednesday, January 18, from 10:00 am to 11:00 am CT, for a live interactive webcast with FOX members and subject matter experts.We are entering a New Era in Family Wealth. The New Era represents a distinct shift in families’ needs and priorities. Family wealth has long been defined mostly in financial terms, which led to growth an...

Please join us on Wednesday, February 22, from 10:00 am to 11:00 am CT, for a live interactive webcast with FOX members and subject matter experts.Join FOX for a 2023 global economic update from NEPC’s Head of Asset Allocation, Phillip Nelson. Phillip will highlight the key investment themes of 2023 and the new trends challenging the behavioral bia...