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Family Office Exchange (FOX) is pleased to present the inaugural Rising Generation Leadership Program for the preparation of future family leaders. The learning series is focused on educating future family leaders so they are armed with the quantitative and qualitative skills needed to thrive in life, business, and wealth stewardship. Particip...

Please join us for our second FOX Rising Gen Forum in Chicago on October 21 and 22. This community was created to help connect you with people, like yourself, looking for an opportunity to learn, share experiences, and develop skills as leaders within your families.At FOX, we have found that a commitment to learning is a key characteristic for lead...

November 14-15, 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 ro...

The Private Trust Company (PTC) has passed the test of time as a robust structure for achieving the multi-generational goals of wealth preservation, stewardship, and promoting flourishing families. This program is essential for families forming or considering a PTC and insightful to family members and qualified trustees wanting to better understand...

We have helped many families design and professionalize their family office over the last three decades. The basic principles of a well-run family office have not changed but the ways to professionalize the office are always changing. Come and learn the basics or to get a refresher on how to improve operations in the family office.WHAT TO EXPECTAn ...

The Family Office Design Workshop will cover basic principles of a well-run family office and provide tools and techniques to professionalize the office. Come and learn the basics or get a refresher on how to improve operations and take your office or the one you are planning to the next level. With nearly 30 years of collective intelligence, FOX w...

The 2019 FOX Global Investment Forum™ brings together the most sophisticated investors of private capital across the FOX community, as family offices forge a distinct approach to their investing in the midst of market uncertainty.With an expanded, two-day format, attendees will have an opportunity to hear what is on the mind of the wealth owner, ex...

This year’s FOX Wealth Advisor Forum will focus on how to effectively evolve your firm in the midst of great change. As an industry, we are seeing massive transitions across client demographics, talent, the skills needed to deliver an optimal client experience, and unparalleled technological disruption. Many advisors are preparing to address change...

Please join us for our third FOX Rising Gen Forum on May 5-6, 2019. This community was created to help connect like-minded peers looking for an opportunity to learn, share experiences, and develop skills as leaders within your families.Our Spring event offers next generation family members a place to connect and build community with like-minde...

The 2019 FOX Family Office ForumTM brings together CEOs, HR managers, technology heads, and financial executives to focus on practical approaches to the many trends and issues affecting families and family office executives. In this exciting program, we will hear from leading experts in developing leaders in both the family and family office, ...

This year’s Forum marks a significant milestone as we celebrate a generation of working closely with families, family offices, and trusted advisors. Participants will gain insight directly from successful families of impact as they share their challenges and successes in bridging multiple generations. Our featured families will share stories about ...

The FOX Building a Unified Family EnterpriseTM workshop will show you and your family how to design a long-term plan for your Family Enterprise. The workshop will give you the tools you need to implement a vision and a plan for your family’s future together. Attendees will learn about developing a framework for their own family enterprise plan, a p...

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 philanthropy and community impact. Successful families need a thoughtful way to plan for, org...

The 2019 FOX Rising Gen Forum is an opportunity for family members in their 20s, 30s and 40s to meet and build relationships with other members of the Rising Gen community who are in similar situations. The Forum provides a place where you can have the authentic conversations you might not be able to with friends or business colleagues.Participants...