Symposium - For Those Currently Operating a PFTC Examines how to maximize a PFTC’s potential for meeting a family’s needs and aspirations. Sessions will address strategies families can implement in the areas of: Achieving goalsRisk assessment and managementDeveloping a sustainable family, employee and advisor culture Topics include:R...
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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.
On May 3-5, the focus of the wealth management world will be on Coral Gables, FL. The leading advisors will converge for the 2016 FOX Wealth Advisor Forum™, where Family Office Exchange will reveal their latest insights into the needs of the world's most financially successful families and their preferred ways of working with their advisors. This i...
Agenda | Exhibitors | Speakers | Venue & Accommodations | Materials The FOX Autumn Global Investment Forum™, September 15 in New York City, is designed to satisfy the unique interests and needs of family investment decision-makers and their executive-level asset allocators.Deepening FOX’s commitment to offering fresh investment i...
Agenda | Exhibitors | Presenters | Venue & Accommodations | Materials Family members, family office executives, and advisors to families all may have the opportunity to partner with one another at various points in the history of a family. Successful partnerships are essential for family sustainability and evolve from relationships th...
The FOX Trustees and Beneficiaries Workshop will provide attendees a deeper understanding of the core trustee duties and powers as well as the trustee’s responsibilities for educating and mentoring the beneficiaries.Download the Brochure
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. Through a unique inside-out-approach, you will work on self-discovery and develop self-mastery to improve how you effectively engage with others – bot...
The 2022 FOX Family Forum will kick off with topics exclusively for the Rising Gen family member. Rising Gen members will have the opportunity to connect and hear from peers about exploring different pathways of engagement in the family enterprise. The programming will also provide tools for attendees to align personal values and philanthropic goal...
This event has been postponed. Please contact us at events@familyoffice.com with any questions.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.Plus, an extra day on December 6th provides a foundation for exploration for embedded fam...
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 be...
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 be...
All times listed are US Eastern time. If you would like to register with an event credit register another member of your organization or are having trouble registering please contact us at events@familyoffice.com
ACCESS THE APP If you would like to: register with an event credit register another member of your organization or are having trouble registering please contact us at events@familyoffice.com