Learning Events

Come learn and network with your peers

Forums

At these conference-style events hear latest trends, learn how to apply best practices, and engage with members of the FOX community.

Browse Available Forums

Apr23

Wed

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Apr25

Fri

Register

2014 Wealth Advisor Forum

Chicago, IL

Advisors should plan to join us for the Wealth Advisor Forum, this year for an in-depth look at the issues that promote success in the private wealth management industry... Read more.

Jul22

Tue

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Jul23

Wed

Register

Financial Executives Forum

Chicago, IL

The FOX Financial Executives Forum is the premier event for critical family office updates and best practices. It’s the place to stay sharp and ensure that you are providing... Read more.

Oct28

Tue

to

Oct30

Thu

Register

2014 FOX Fall Forum

Chicago, IL

SAVE THE DATE - October 28-30, 2014 The FOX Fall Forum is our premier conference. Held annually in Chicago, the FOX Fall Forum provides an opportunity for wealth owners,... Read more.

Workshops

These two-day events closely examine a single topic. Gain deep understanding of the subject to help you save time and money.

Browse Available Workshops

There are no events of this type at this time.

Webinars

These 90-minute sessions provide briefings from experts on a variety of topics. CPE credit is available for many programs.

Browse Available Webinars

Apr30

Wed

Register

Webinar - Trends in the Private Equity Secondary Market

The webinar will examine the private equity secondary market, a private market where specialist managers purchase interests in existing private equity funds.  Join the... Read more.

May07

Wed

Register

Webinar - Administering the Private Trust Company - Key Issues to Consider

Join us May 7 for a look at the keys to successfully administering a private trust company (PTC).  Chuck Schultz, national partner of McGladrey’s Estate and Gift Practice,... Read more.

May21

Wed

Register

Webinar - Mind the Gap: What are the Key Service Differentiators in the Family Wealth Management Industry?

Even the most sophisticated families and family offices find themselves challenged at one point or another by discerning what constitutes high quality advice, staying on top... Read more.

Regional Meetings

Family office executives come together at these informal, networking-focused gatherings to share new insights and practical solutions.

Browse Available Meetings

May21

Wed

Register

2014 Wealth Advisor Briefing - Boston - May 21

U.S. Trust office

Join us for a lively exchange of information and ideas with your peers at this FOX Wealth Advisor Briefing.We will be joined by Gail Franck, Chief Financial Officer,... Read more.

May21

Wed

Register

2014 Regional Member Lunch- Boston - May 21

The Harvard Club of Boston Downtown

In an effort to build community among FOX members in the Boston area, FOX is hosting lunch for families and small family office executives. Join us for a lively exchange of... Read more.

Jun16

Mon

Register

2014 Regional Member Briefing - New York - June 16

TBD

Join us for a lively exchange of information and ideas with your peers over lunch at this FOX Regional Member Briefing. Attendance is included with membership, but advance... Read more.

Jun17

Tue

Register

2014 Wealth Advisor Briefing - New York - June 17

TBD

Join us for a lively exchange of information and ideas with your peers at this FOX Wealth Advisor Briefing. Attendance is included with membership, but advance registration... Read more.

Networking Events

These gatherings are generally open to families and advisors and have a lighter focus.

Browse Available Networking Events

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.

Browse Available Council Meetings

Sep30

Tue

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Oct01

Wed

Register

Global Family Council - London

SAVE THE DATE Note: Registration is not available online.To register please contact Alexander Hayward

Event Archive

Find information about past FOX events.

Browse Presentations in the Knowledge Center

Apr23

Wed

Michael Brink Memorial Golf Outing

The Glen Club, Glenview Illinois

...

Apr10

Thu

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Apr11

Fri

Global Family Council - Paris

Paris

SAVE THE DATE 

Note:  Registration is not available on-line. To register please contact Alexander Hayward...

Apr08

Tue

Wealth Advisor Council - Paris

The purpose of this Council is to rapidly prepare wealth advisory firms for profitable growth by providing peer insights, clear articulation of the needs of the target audience, and informed analysis of the drivers of success for integrated wealth adivsors globally....

Apr08

Tue

Wealth Advisor Council - Paris

Meeschaert Family Office

SAVE THE DATE 

Note: Registration is not available online. To register please contact Alexander Hayward

Mar20

Thu

2014 Regional Member Briefing Chicago- March 20

PwC Office

Join us for a lively exchange of information and ideas with your peers over lunch at this FOX Regional Member Briefing.

Our Host Brittney Saks of PwC will be speaking on De-Mystifying the 2014 Tax Landscape.

Attendance is included with...

Feb27

Thu

Family Enterprise Best Practice Roundtable - Melbourne

Bennelong House

Taking the Enterprise View
 

As the scope of a business-owning family’s activities expand and the family grows across generations, the organic shift from a business-centric family to a family-centric enterprise or “family...

Feb26

Wed

Wealth Advisor Best Practice Roundtable - Melbourne

Bennelong House

Family Office Exchange is drawing together a group of leading Wealth Advisors from across the Asia Pacific region, to discuss industry trends and common challenges such as the development and enhancement of service delivery, profitability, and differentiating your...

Feb25

Tue

Family Enterprise Best Practice Roundtable - Sydney

Cambooya Services Pty. Limited

...

Jan30

Thu

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Jan31

Fri

FEC - Winter Meeting

Financial Executives Council (FEC) 
Meeting Location: Orlando, Florida

Note:  Registration not available on-line.  To register for this meeting contact...

Nov19

Tue

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Nov20

Wed

The Trustee Workshop: Preparing for Duty as a Family Trustee

Dallas, TX

This day and a half 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.

Nov14

Thu

Regional Member Briefing - New York - November 14

New York, NY

10 Trends Impacting the Private Wealth Industry in the Next 10 Years
Family Office Sustainability: The Roles of Governance and Entrepreneurial Orientation
 
Within the past several years, the wealth...

Nov14

Thu

to

Nov15

Fri

Owner/Operator Council Meeting

The Owner/Operator Council Meeting is for Owner/Operator Council members and invited guests who are Family members who oversee the operation of their family's office.

Nov14

Thu

Regional Member Briefing - Atlanta - November 14

Ansley Golf Club

FOX families and family office executives are invited to join the Atlanta Family Office Group's quarterly meeting where FOX will be presenting on current trends impacting the family office from the 2013 benchmarking surveys on compensation, cost, technology and measures...

Nov06

Wed

Family Business Owner Series: How to Manage Family Business Risks

New York, NY

This half day meeting on managing risk convenes family leaders of business owning families to discuss the process of identifying and isolating risks within the family enterprise, specifically relating to business and liquidity financing.

Oct28

Mon

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Oct30

Wed

2013 FOX Fall Forum

Chicago, IL

Fifty years ago a hypothesis was presented to the New York Academy of Science. The theory stated “A butterfly could flap its wings and set molecules of air in motion which would move other molecules of air in turn moving more molecules of air — eventually capable of...

Oct08

Tue

Family Business Owner Series: Building an Effective Board and the Role of Outsiders

Atlanta, GA

This half day meeting helps family leaders of business owning families explore the process of building a strong family business, family office or philanthropic board, and the steps families should consider when introducing non-family board members.

Oct03

Thu

Regional Member Briefing - Dallas - October 3

Park City Club

FOX family office executives are invited to join us for a joint meeting between FOX  and the Dallas/Fort Worth Family Office Forum. Mariann Mihailidis, Managing Director, Family Councils and Heather Asher, Senior Relationship Manager at FOX will present on family office...

Oct01

Tue

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Oct02

Wed

Investment Council Meeting

The Investment Council Meeting is for Investment Council Members and invited guests who are Executives and Owners responsible for overseeing the family investment program.  

Sep26

Thu

Wealth Advisor Council - London - 26 September 2013

Please hold September 26 for the next Wealth Advisor Council held in London.

To enable Wealth Advisors to achieve and sustain their position as industry leaders, Family Office Exchange is bringing together a small distinct group to discuss the best practices for...

Sep24

Tue

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Sep25

Wed

Global Family Council - London

TBC

SAVE THE DATE

Hold September 24-25 for the next Global Family Council meeting in London.

This  Group of 20 multi-generational, multi-jurisdictional family offices meets twice a year for a closed two-day meeting, based on an agenda built around their current...

Sep23

Mon

European Family Roundtable - London - September 23

As families increase their focus on the detailed management of their wealth, this member roundtable will examine some of the best practices for operational efficiency in family office.

This session will also include data from our latest research on...

Sep19

Thu

FOX/FDX Capital - Family Office and Business Owner Cocktails - Chicago

Family Office Exchange and FDX Capital LLC

FOX is co-hosting a discussion over cocktails for members with our affiliate FDX Capital to share our insights about the growing interest in direct investing among FOX members. Please join us and contribute your experiences and insights about current investment...

Sep17

Tue

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Sep18

Wed

Senior Management Council Meeting

The Senior Management Council Meeting is open to Senior Management Council Members and invited guests who are Family Office COOs and experienced Executives overseeing U.S. multi-generational family offices.

Sep11

Wed

to

Sep12

Thu

Executive Council Meeting

For Executive Council Members and invited guests who are Family Office CEOs overseeing U.S. multi generational family offices.

Sep10

Tue

FOX/FDX Capital - Family Office and Business Owner Cocktails - Minneapolis

Ascent Private Capital Management offices

FOX is co-hosting a Minneapolis  cocktail reception to discuss two important topics of interest to members – Taking an Enterprise View and Engaging Family Offices in Direct Private Equity.   Please join us and contribute your experiences and insights about...

Aug26

Mon

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Aug27

Tue

Business Owner Council

The Business Owner Council is open to Business Owner Council members and invited guests who are Family Office Executives managing a family office for a family that still owns the core business.

Aug07

Wed

Australian Family Roundtable- Melbourne - August 7

Join us for a lively conversation with your  peers on trending topics of interest to families and family offices.

Admittance is included in your membership; however registration is required.

Contact Alex Hayward to reserve your seat at the event Ahayward@...

Jul24

Wed

Family Office and Business Owner Dinner - San Francisco

MaSo Restaurant - The Westin San Francisco Market Street

THIS EVENT IS BEING POSTPONED - CHECK BACK FOR THE REVISED DATE.
If you have any questions, please email events@familyoffice.com.

Jul17

Wed

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Jul18

Thu

2013 FOX Financial Executives Forum

Chicago, IL

The FOX Financial Executives Forum is the premier event for critical family office updates and best practices. It’s the place to stay sharp and ensure that you are providing your family clients the highest-quality service and advice. 

Join us July 17-18 at the...

Jul16

Tue

to

Jul17

Wed

Financial Executive Council (FEC)

Hyatt Chicago Magnificent Mile

The Financial Executive Council is open to FEC Members and invited guests who are Financial Executives (CFOs, Controllers, Tax Managers) in a family office 

Jun27

Thu

Regional Member Briefing - Chicago - June 27

University Club

Join us for a lively exchange of information and ideas with your peers over lunch at this FOX Regional Member Briefing. The topic presented by our host, South Dakota Trust will be Maintaining Flexibility and Control with Trusts During Times of Tax, Economic and...

Jun11

Tue

Regional Member Briefing - New York - June 11

Fiduciary Trust Company International

Join us for a lively exchange of information and ideas over lunch with your peers at this FOX regional member briefing. Our host, Fiduciary Trust will present the topic, Where Is The Income? Navigating Low Rates Through 2013 and Beyond.

Attendance is...

Jun04

Tue

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Jun05

Wed

Grantors, Trustees, and Beneficiaries: A New Look at Roles and Responsibilities

Chicago, IL

This day and a half workshop will provide attendees a deeper understanding of the core trustee duties, skills and traits required to manage the personal demands and obligations of trusteeship.

May13

Mon

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May14

Tue

Family Office Design & Best Practices Workshop

Chicago, IL

This day and a half workshop is designed for leaders of newly liquid families and newly established family offices. This workshop will cover the best-practice steps one should should take when establishing a formal family office. 

May01

Wed

FOX Family Office and Business Owner Dinner - Dallas

Eddie V's Prime Seafood

FOX is co-hosting a dinner discussion for members with our affiliate FDX Capital to share our insights about the growing interest in direct investing among FOX members. Please join us and contribute your experiences and insights about current investment strategies being...

Apr30

Tue

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May02

Thu

2013 FOX Wealth Advisor Forum

Miami, FL

Join us May 1- May 2 at the Biltmore in Coral Gables, Florida, for an in-depth look at the issues that promote success in the private wealth management industry over the next decade.  From hearing the latest FOX research on areas of growth, pricing, fees and...

Apr22

Mon

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Apr23

Tue

Family Leadership Succession Workshop: Developing a Roadmap for Successful Leadership Transition

Chicago, IL

This day and a half workshop uses collaborative group work and interactive dialogue to walk family leaders through the leadership succession process.

Mar21

Thu

to

Mar22

Fri

Global Family Council, London

Please reply to Alex Hayward, Relationship Manager, at ahayward@...

Mar20

Wed

FOX Member Reception sponsored by FDX Capital and Eagle River Advisors - Beverly Hills

Beverly Hills, CA

Family Office Exchange (FOX), its affiliate FDX Capital (FDX), and Eagle River Advisors (ERA) invite you to attend a Family Office Wine and Cheese Reception and informal discussion on family office investing. The reception is intended for local family office principals...

Mar20

Wed

Single Family Office Roundtable, London

Comparing Asset Allocation & Returns, Family Office Costs and Incentive Strategies

As part of our ongoing support of our global community of Family Offices, we would like to share with you some of the highlights from our Annual Benchmarking...

Mar20

Wed

Multi Family Office Roundtable, London

On March 20, Family Office Exchange is drawing together a group of leading Multi Family Offices from across Europe and the Middle East, to discuss industry trends and common challenges such as  the development and enhancement of service delivery, profitability, and  ...

Feb25

Mon

Family Business Owner Roundtable: Building an Effective Board and the Role of Outsiders

Chicago, IL

The Family Business Owner Roundtable is a half day meeting where family leaders of business owning families convene to discuss the process of building a strong family board and the steps families should consider when introducing non-family board members. 

Nov28

Wed

to

Nov29

Thu

Grantors, Trustees, and Beneficiaries: A New Look at Roles and Responsibilities

New York, NY

This workshop looks at the role of the trustee – their fiduciary expectations and requirements and the bounds of their authority – from multiple perspectives. Expert speakers will review best practices in trust administration and discuss strategies to help trustees and...

Nov14

Wed

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Nov15

Thu

Owner/Operator Council Meeting

San Antonio, TX

The Owner/Operator Council is geared towards family members who oversee the operation of their family's office.

Owner/Operator Council Meetings are by invitation only.

Oct24

Wed

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Oct25

Thu

2012 FOX Fall Forum

Chicago, IL

The strength of any membership organization is its members. FOX is a place for people to ask questions, to share ideas and benefit from the knowledge we’ve collected during the more than 20 years of serving the ultra-high-net-worth market. The Fall Forum has always been...

Oct17

Wed

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Oct18

Thu

Investment Council Meeting

New York, NY

The Investment Council is for executives and owners responsible for overseeing the family investment program.

Investment Council Meetings are by invitation only.

Oct02

Tue

to

Oct03

Wed

Global Family Council Meeting

London, UK

Dr. David Young, chairman of Oxford Analytica and former Special Assistant to U.S. Secretary of State Henry Kissinger will discuss what looms over the horizon in world affairs and the implications for the preservation and growth of wealth. A subsequent session will tie...

Sep19

Wed

to

Sep20

Thu

Executive Council Meeting

Chicago, IL

The Executive Council is ideal for family office CEOs overseeing U.S. multi-generational family offices.

Invitation to Executive Council Meetings are by invitation only.

Sep12

Wed

to

Sep13

Thu

Senior Management Council

Dayton, OH

The Senior Management Council concentrates on family office COOs and experienced executives overseeing U.S. multi-generational family offices

Senior Management Council meetings are by invitation only.

Sep12

Wed

Regional Member Briefing- New York - September 12, 2012

New York, NY

This briefing will examine modern trust structures and how they effectively operate to benefit the family. Pick up some new ideas from our host--South Dakota Trust, a FOX Thought Leaders CouncilTM member--and enjoy...

Sep12

Wed

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Sep14

Fri

Wealth Advisor Master Class

New York, NY

FOX brings its extensive knowledge of wealth owners’ needs and their expectations of advisors to a new course for individuals and firms interested in strengthening their sales and delivery of integrated services to ultra-high-net-worth families.

Sep10

Mon

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Sep12

Wed

Family Leadership Succession: Developing a Roadmap for Successful Leadership Transition

New York, NY

Great family enterprise leaders are invaluable. The best are stewards and teachers, historians and architects. They are very often parents or grandparents. For most family enterprises, a change in leadership is hard to conceive and generally triggered by an event, often...

Aug20

Mon

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Aug21

Tue

Business Owner Council Meeting

Denver, CO

Family office executives managing a family office for a family that still owns the core business is the focus of the Business Owner Council.

Business Owner Council meetings are by invitation only.

Jul18

Wed

to

Jul19

Thu

FOX Financial Executives Forum 2012

Chicago, IL

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. ...

Jul17

Tue

to

Jul18

Wed

Financial Executive Council Meeting

Chicago, IL

The Financial Executive Council is for Family Office Financial Executives (CFOs, Controllers, Tax Managers) in a family office.

Financial Executive Council Meetings are by invitation only.

Jun20

Wed

Regional Member Briefing - New York - June 20, 2012

New York, NY

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...

May22

Tue

Thought Leaders Council Summit

New York, NY

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.     

May16

Wed

to

May17

Thu

Owner/Operator Council Meeting

New York, NY

The Owner/Operator Council is geared towards family members who oversee the operation of their family's office.

May14

Mon

to

May15

Tue

Investment Council Meeting

Chicago, IL

The Investment Council is for executives and owners responsible for overseeing the family investment program.

Investment Council Meetings are by invitation only.

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