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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...

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...

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...