Jeff Strese is the Family Learning & Leadership Consultant at Family Office Exchange (FOX). As a consultant, Jeff has focused on multi-generational family enterprises, corporations, and mission-driven nonprofit organizations. He has more than 25 years of experience working across industries in the areas of leadership development, organizational...
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Allison Lawshe is the Learning Center Program Manager at Family Office Exchange (FOX). In her role, she supports the design and delivery of learning programs, customized consulting projects, content creation and thought leadership for families, family office staff and advisors. She serves as the project manager for FOX Learning Center initiatives, ...
The FOX European Enterprise Seminar: Building a Resilient Enterprise Family offers a thoughtful approach to organizing the complex dimensions of your enterprise family, once you have grown bigger than an operating business. We bring you tools, templates, strategies and case studies for building your master plan for a unified family.  ...
The virtual FOX Family Office Design Workshop will cover basic principles of a well-run family office and provide tools and techniques to professionalize the office. Come and learn the basics or get a refresher on how to improve operations and take your office, or the one you are planning, to the next level. With over 30 years of collective in...
This special version of our FOX Family Office Design Workshop was explicitly created for business-owning families with embedded family offices (i.e., where employees of the business currently provide services for the family).The workshop will address whether it might make sense to separate the office from the business and will review your options, ...
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...
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...
Please note: this event has been postponed. For Rising Gen members attending the Family Forum, there is a private Rising Gen breakfast on the morning of Tuesday, October 26, with Jennifer Risher, Author of We Need to Talk: A Memoir About Wealth. Check out the Family Forum agenda for more information.For the first time since 2019, join your peers in...
October 26: Reserved for Family Members, Family Office Executives, and FOX Thought Leader Council MembersOctober 27-28: Open to all FOX MembersFor the first time since 2019, join your peers in-person at the 2021 FOX Family Forum in Chicago or virtually. At this compelling in-person and virtual program, family members, office executives, ...
This compelling two-day virtual 2021 FOX Family Office Forum™ will bring together C-suite family office executives, senior managers, HR managers, technology heads, and family members to discuss the common challenges family office leaders and advisors are actively addressing. Every member of your office is welcome to attend virtually. This...
Join FOX at the second annual FOX Technology Showcase from June 15-17, 2021. FOX has expanded the former Family Office Showcase Technology Showcase into an independent virtual event featuring innovative sponsors offering solutions ranging from software to outsourcing and consulting.Throughout this three-day virtual event, hear from leaders and visi...
The 2021 FOX Rising Gen Forum is an opportunity for family members in their 20’s, 30’s, and 40’s, at all levels of experience to develop genuine connections with peers in similar situations and explore best practices in overcoming the challenges facing ultra-wealthy families. This virtual forum will unpack the nuances of family investment committee...
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 ...
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...
Tom Elder is the Director of Finance at Family Office Exchange (FOX) responsible for financial reporting, planning & analysis, and all accounting matters. Tom is a strategic business partner with FOX leadership with the focus on financial performance of the organization, long-term operational goals and ensuring our member needs are the top prio...