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The FOX Canadian Family Office Design Workshop covers basic principles of a well-run family office and provides 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 intelligen...

The Direct Investing Workshop covers the specialized skills and knowledge needed to have an active and successful direct investing platform for your family and family office. During this workshop, attendees will learn the key steps to direct investing, from sourcing deals and due diligence to the best practices in family investment governance....

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 better u...

At the heart of every family office is one goal – to sustain wealth for generations to come. Over the course of two days, join the FOX community’s most sophisticated private capital investors as they explore and share best practices, market insights and private investment opportunities. This forum provides an opportunity to connect with likemind...

Take your personal and professional growth to the next level at the 2022 FOX Wealth Advisor Forum. This year’s forum will address the myriad of transitions that families are experiencing and how advisors can help them navigate. Additionally, growth is on the mind of advisory firms everywhere, and the educational sessions and networking opportunitie...

If you are looking to register for the 2022 FOX Family Forum, October 24-26 in Atlanta, GA, please click HERE.Join your family office peers at the 2022 FOX Family Office Forum! This program will bring together various c-suite family office executives and senior managers, including HR, legal, tax and technology heads as well as family members, ...

October 24: Reserved for Family Members, Family Office Executives, and FOX Thought Leaders Council Members October 25-26: Open to all FOX MembersAt the 2022 FOX Family Forum, family members, office executives, and their trusted advisors will come together to envisage how to address the critical challenges born from the largest wealth transfer ...

Join FOX at the third annual Technology Showcase!Hear from technology leaders and visionaries in the family office industry as technology needs continue to grow at an exponential rate. The future of connectivity, integration, and next-generation computing are driving changes. Experience first-hand demonstrations from leading vendors focused on fami...

The FOX Global Family Office Design Workshop covers basic principles of a well-run family office and provides tools and techniques to professionalize the office. Come and learn the basics or get a refresher on how to improve operations of an early stage office and take your office, or the one you are planning, to the next level. With nearly 30 year...

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 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 and to develop the talent in your own team. Through a unique inside-out-approach, you will work on self-discovery and develop self-mastery to improve h...

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 join us on Wednesday, November 6, from 10:00 am to 11:00 am CT, for a live interactive webcast with FOX members and subject matter experts. Defining a family enterprise’s governance structures is a journey, not a destination. In this webcast Stephanie Traversy, Vice President of Personal Development and Governance at Bridgegreen Capi...