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Forums
At these conference-style events hear latest trends, learn how to apply best practices, and engage with members of the FOX community.
Jul18
Wed
toJul19
Thu
FOX Financial Executives Forum 2012
Americas
The FOX Financial Executives Forum is where financial executives meet for an annual update on industry developments and best practices. It’s the place to stay sharp and ensure that your office is delivering service and advice that is the best for your family clients. ...
Oct22
Mon
toOct24
Wed
FOX Fall Forum 2012
Americas
The FOX Fall Forum is our premier conference, open to all FOX members and by invitation to select individuals who are not members. Held annually in Chicago, the FOX Fall Forum provides an opportunity for wealth owners, family office professionals, and wealth advisors to...
Workshops
These two-day events closely examine a single topic. Gain deep understanding of the subject to help you save time and money.
Jul23
Mon
toJul25
Wed
Private Investor Workshop: Formalizing the Process for Managing Your Wealth
Americas
Navigating and managing the complexities that come with accumulated wealth can be daunting. Without a formal needs assessment or a process, wealthy investors often find themselves making important decisions with minimal information or without proper due diligence. ...
Sep10
Mon
toSep12
Wed
Family Leadership Succession: Developing a Roadmap for Successful Leadership Transition
Americas
The single greatest challenge for families of wealth is managing a successful family leadership transition. In this workshop you will hear how leadership succession is a process and not an event. Participants will learn how to use skills profiling to identify future...
Sep12
Wed
toSep14
Fri
Wealth Advisor Master Class
Americas
The latest in an ongoing series of workshops designed specifically to meet educational needs expressed by FOX members and the wealth advisor community, this workshop examines what it takes to run a successful wealth advisory business.
Additional attendees from...
Webinars
These 90-minute sessions provide briefings from experts on a variety of topics. CPE credit is available for many programs.
May23
Wed
Webinar - Two Options Demystified: Private Family Trust Company and Family Bank Dynasty Trust
Creating a Private Family Trust Company (PFTC) may be the perfect solution for a family who values flexibility and control or family office looking to comply with the SEC regulations. Join us on this webinar to gain practical insights from industry experts on how to...
May30
Wed
Webinar- A Grand Tour through the New FOX Wealth Center Website for Advisors
*CPE Credit is NOT available for this program.
May31
Thu
Webinar – A Grand Tour through the New FOX Wealth Center Website for Family Offices
*CPE credit is NOT available for this program.
Regional Meetings
Family office executives come together at these informal, networking-focused gatherings to share new insights and practical solutions.
Jun20
Wed
Regional Member Briefing - New York - June 20, 2012
Americas
Get a sneak preview of the latest FOX research, pick up some new ideas on Cyber Risk from Marcy Hall, HUB International Personal Insurance and Peter Piotrowski, Chartis, and enjoy conversation with your peers over lunch in a comfortable, private...
Sep12
Wed
Regional Member Briefing- New York - September 12, 2012
Americas
Get a sneak preview of the latest FOX research, pick up some new ideas from a FOX Thought Leaders CouncilTM member, and enjoy conversation with your peers over lunch in a comfortable, private setting.
Networking Events
These gatherings are generally open to families and advisors and have a lighter focus.
There are no events of this type at this time.
Council Meetings
These invitation-only meetings are highly customized peer interactions with participant-driven agendas.
May14
Mon
toMay15
Tue
Investment Council Meeting
Americas
The Investment Council is ideal for executives and owners responsible for overseeing the family investment program.
May16
Wed
toMay17
Thu
Owner/Operator Council Meeting
Americas
The Owner/Operator Council is geared towards family members who oversee the operation of their family's office.
May22
Tue
Thought Leaders Council Summit
Americas
The goal for this summit is to identify how families organize themselves for a longer-term perspective of their wealth and how they reinforce their goals with their key advisors, ensuring alignment of views and proper accountability for outcomes.