This glossary is provided to users of the Directory to clarify the context for the information provided by the firms. In the field of investments there are other definitions that firms sometimes apply to these terms, particularly when referring to size of assets. For purposes of the Directory, we have asked firms to use these definitions when provi...
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Wednesday, October 247:30 a.m.Breakfast 8:30 a.m.Opening CommentsAlexandre Monnier, President, Family Office Exchange 9:00 a.m.General Session – The Substance, Drama and Consequence of Modern PoliticsKeynote Speaker: Mark Halperin, Senior Political Analyst, MSNBC and TIME Magazine and Co-Author, Game Change The bickering ...
Tuesday, October 237:30 a.m. Breakfast 8:30 a.m. Opening comments Alexandre Monnier, President 9:15 a.m.Developing a Family Wealth Strategy with a Multi-generational PerspectiveSara Hamilton, CEO and Founder, Family Office Exchange, Thought Leaders Council membersFind out what a family wealth strategy...
Tuesday, October 237:30 a.m. Breakfast 8:30 a.m. Opening comments Alexandre Monnier, President 9:15 a.m.Taking Long-term Family Wealth Strategy from Theory to PracticeSara Hamilton, Family Office Exchange, Thought Leader Council members, Family representatives Find out how and why strategic ...
Monday, October 2211:30 a.m. Maximizing Your Member ExperienceMeet the FOX team and learn how to get maximum value from the educational and networking opportunities available to you during the next two days at the Forum and throughout your membership. 12:30 p.m.Welcome Lunch Buffet - Family Office and Thought Leaders Council M...
Monday, October 2211:00 a.m. Maximizing Your Member ExperienceMeet the FOX team and learn how to get maximum value from the educational and networking opportunities available to you during the next two days at the Forum and throughout your membership. 12:00 p.m.Family Office and Thought Leaders Coucil Welcome Lunch ...
Monday, October 2211:00 a.m. Maximizing Your Member ExperienceMeet the FOX team and learn how to get maximum value from the educational and networking opportunities available to you during the next two days at the Forum and throughout your membership. 12:00 p.m.Family Office and Thought Leaders Coucil Welcome Lunch ...
FOX Single Family Office Benchmarking is the industry’s most in-depth source of operating metrics for family offices. The benchmarking report provides participants with:Excellent support for performance discussions with ownersAn objective basis for decision makingThe ability to measure performance against others All participants will receive a...
Wednesday, October 248:30 a.m.FOX Update 9:00 a.m.General Session – The Substance, Drama and Consequence of Modern PoliticsMark Halperin, Time Magazine 10:00 a.m.Break 10:30 a.m.General Session – Game Changers: The Market Impact of Global PoliticsW. Ben Hunt, Ph.D.TIG Advisors, LLC 11:30 a.m.G...
Tuesday, October 237:30 a.m. Breakfast 8:30 a.m. Opening comments 9:15 a.m.General Session – Taking Long-term Family Wealth Strategy from Theory to Practice 10:15 a.m.Break 10:45 a.m.Peer Dialogue – divided by office size/type 12:15 p.m.All Member Lunch - Advisors j...
Tuesday, October 237:30 a.m. Breakfast 8:30 a.m. Opening comments and Thought Leaders Summit 9:15 a.m.General Session – Long-term Family Wealth Strategy 10:15 a.m.Break 10:45 a.m.Peer Dialogue – divided by office size/type 12:15 p.m.All Member Lunch - Advisors join 1...
Monday, October 2210:30 a.m. Newcomers to FOX 12:00 p.m.Family Office and Thought Leader Coucil Lunch 1:00 p.m.Opening General Session - Investing in Water for Global Protection 2:00 p.m.Deal Exchange Network Last Call at the Oasis- MovieFacilitated discussion foll...
Monday, October 2210:30 a.m. Newcomers to FOX 1:00 p.m.Opening General Session - Investing in Water for Global Protection 2:00 p.m.Deal Exchange Network Last Call at the Oasis- Movie Communicating with the Next GenerationGreg McCann, Jill Shipley, and next generation panel  ...