Please join us on Tuesday, March 26th, 11:00 AM CT to hear from one of India’s leading wealth and asset management firms, FOX Official Partner, 360 ONE Asset, on India’s compelling macro story. Furthermore, this presentation will examine 360 ONE Asset’s unique investment process that helps generate consistent alpha for its clients in a st...
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If you are having trouble registering, please email events@familyoffice.com 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, c...
FOX Technology Resource Partners act as both core and peripheral services and solutions for the community and membership including families, family offices, operating companies, and advisor organizations. FOX hosts a monthly meeting comprised of different thought leader specialists whose focus is in the areas of technology including software, data ...
Please join us on Wednesday, March 13, from 10:00 am to 11:00 am CT, for a live interactive webcast with FOX members and subject matter experts. FOX’s annual estate planning webcast will lead participants through a thoughtful discussion of some of the most important topics and developments that were addressed at the 58th Annual Heckerling I...
POSITION DESCRIPTION SUMMARY STATEMENT The Senior Trust Accountant is responsible for the preparation of multiple trust and investment accountings, reconciling bank and brokerage statements, assist with annual audit requests, general administrative duties to support trust and accounting, and special projects as assigned. This person will also be an...
Please email events@familyoffice.com if you would like to attend the Direct Investing Network Dinner Please join us for a dinner with private investors, focused on bringing together families with an active interest in direct investing. Meet other like-minded investors and engage in meaningful dialogue around deal flow and related topics...
Please join us and FOX Executive Marketing Partner BerryDunn on Thursday, March 21, from 10:00 am to 11:00 am CT, for a live interactive webcast with FOX members and subject matter experts. Join us as we consider conceptual, technical, and qualitative issues and how they can significantly impact wealth transfers at all stages of the success...