An advisor is the catalyst, the visionary, and the person making things happen in the client’s integrated wealth plan. Every advisor has to do their part in order to build long-term family wealth and sustainability.To build a successful integrated wealth plan, advisors need to collaborate and cooperate as a fine-tuned team. They cannot afford to th...
The FOX Financial Executives Forum is the premier event for critical family office updates and best practices. It’s the place to stay sharp and ensure that you are providing your family clients highest-quality service and advice. Join your peers July 21-22 in Chicago for an in-depth look at tax and estate laws, financial reporting, techn...
FOX proudly presents this new forum exclusively for family leaders. The 2015 FOX Global Owners Forum is a unique opportunity for family leaders to meet with fellow wealth owners to discuss their experiences and challenges in guiding families of wealth. No issue is more critical for the long-term success and stability of an enterpri...
We hope you will be able to join our wealth advisor members and FOX staff for a game of golf, networking and fellowship followed by refreshments and a casual dinner. The cost is $295.00 per person.This includes box lunch, golf, cart, practice balls, drinks on the beverage carts and halfway house. Club rental is $75.00 and will be arranged and ...
Popular wisdom says that money solves everything. But the truth is that living with family wealth is complicated. As the family tree starts to branch out, it gets more complicated. The good news is that while you and your family are unique, you are not alone.Family Office Exchange (FOX) is creating a new community for members of the Rising Generati...
OverviewWith serious new challenges to the safety and security of prominent families arising each day, this seems like a good time to come together to hear from experts about the steps we need to take to protect our clients. The FOX Family Security Workshop, July 18-19 in Chicago, will offer insights into the precautions for physical, personal, and...
There are many complexities that come with being a family enterprise. What starts out as a family business gradually evolves into multiple businesses, major real estate holdings, multi-generational ownership structures and investment portfolios, along with visibility in the community and in your philanthropy. Successful families need a thoughtful w...
Feb 21-22, 2018 | Fort Lauderdale, FLPrivate Family Trust Companies (PFTCs) have evolved from a new concept to one that is now established and used widely by family enterprises as a strategy for managing increasing complexity within their enterprise. With the evolution of the PFTC, there are hard questions that need to be asked like how...
This Workshop has been postponed. Please contact Events at 312.327.1221 with any questions.March 6, 2018 | Melbourne, AustraliaDeveloping and Improving Your Family OfficeFamilies and executives who are thinking about being more strategic and professionalizing their family office want to do it right. They want to know what steps to take,...
The FOX Spring Global Investment Forum™ brings together the most sophisticated investors of private capital across the FOX community.Private investors face increasing challenges investing long-term capital in this time of significant disruption. This Forum will explore many of these important disruptions:A discussion of the potential implications o...
June 12-13, 2018 | Chicago, ILDeveloping and Improving Your Family OfficeFamilies and executives who are thinking about being more strategic and professionalizing their family office want to do it right. They want to know what steps to take, when to take them, and how to avoid costly mistakes and setbacks. Many can’t see down the road o...