The wealth advisor business is in the throes of unprecedented change. This year’s FOX Wealth Advisor Forum™ will explore the trends and transformations that are disrupting “business as usual” and requiring significant reassessment of how advisors do business. At the same time, opportunities abound and those who can innovate within their business ar...
This workshop is one of the very few places trustees and beneficiaries get the high-quality, objective, and non-commercial training they need to fulfill their roles in an informed and confident way.Download Brochure
Catch up on the latest developments in technology, insurance, taxes, security, and family office processes at the 2017 FOX Financial Executives Forum.Review solutions that can solve unique family office challenges from top Fintech providers covering general ledger, portfolio management, reporting, and family communication.As always at a FOX event, ...
The FOX Autumn Global Investment Forum™ brings together the most sophisticated investors of private capital across the FOX community.The Forum will address investors’ uncertainty resulting from today’s shifting interest rate environment and the systemic risks to the equity markets that may be a consequence of the extraordinary growth of indexing. A...
Family Journeys: Traveling With IntentionAs we travel through life, the people we meet, the things we learn, and the goals we set influence our paths. The experiences we collect along the way and the stories we tell about them connect our past to our present and help us set a course for the future. At this year’s FOX Fall Forum, we’ll hear from fam...
**Please note that due to weather and the resulting course conditions, the Golf Outing has been cancelled.** 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 the Forum Welcome Reception at the Swissôtel Chicago.