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 and to develop the talent in your own team. Through a unique inside-out-approach, you will work on self-discovery and develop self-mastery to improve h...
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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...
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
REGISTER Click on the button above or use this link to register for the program.
REGISTER Click on the button above or use this link to register for the program. 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 wor...
This week, I have the pleasure of speaking with Aggie Johnson, founder and owner of WillKate, a family enterprise consultancy firm serving the full scope of issues and challenges that families of wealth face. A G3 enterprise family member herself, Aggie knows first-hand what it takes to create and sustain a thriving family and family enterprise. ...
We humans approach artificial intelligence (AI) with awe, excitement, and apprehension. It's no longer just a trendy topic discussed in boardrooms and technology labs. It's here beating World Go Champions, predicting the quaternary structures of proteins, inventing mathematical theorems, creating art, and helping our kids with homework. AI has beco...
Please join us on Wednesday, March 20, from 10:00 am to 11:00 am CT, for a live interactive webcast with FOX members and subject matter experts. The Corporate Transparency Act Final Rule took effect on January 1, 2024. Hear the latest in terms of implementation of CTA and what other family offices are doing in order to gear up to comply wit...