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

Apr27

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Apr29

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2015 Wealth Advisor Forum

Coral Gables, FL

An advisor is the catalyst, the visionary, and the person making things happen in the client’s integrated wealth plan. Every advisor has to do their part in order to build... Read more.

Apr27

Mon

Register

2015 Michael Brink Memorial Golf Outing

Biltmore Golf Course, Coral Gables, FL

We hope you will be able to join our wealth advisor members and FOX staff for a game of golf, networking and fellowship followed by refreshments and a casual dinner.   The... Read more.

Jul21

Tue

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Jul22

Wed

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2015 Financial Executives Forum

Chicago, IL

SAVE THE DATE - July 21-22, 2015, Chicago   The FOX Financial Executives Forum is the premier event for critical family office updates and best practices. It’s the place to... Read more.

Oct21

Wed

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Oct23

Fri

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2015 FOX Fall Forum

Chicago, IL

SAVE THE DATE - October 21-23, 2015 - JW Marriott, Chicago   The FOX Fall Forum is our premier conference, open to all FOX members and by invitation to select individuals... 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

May05

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May06

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2015 Family Office Design Workshop - May 5-6

University of Chicago Gleacher Center

Families who are thinking about starting a family office want to do it right - from the start. They want to know what steps to take, when to take them, and how to avoid... Read more.

Jun09

Tue

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Jun10

Wed

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2015 FOX Private Family Trust Company Symposium - June 9-10

TBD

SAVE-THE-DATE   Veteran observers estimate that over 250 families have embraced the Private Family Trust Company (PFTC) as their robust and highly suitable structure for... Read more.

Webinars

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

Browse Available Webinars

Mar05

Thu

Register

2015/03/05 Webinar - Insights from the Wealth Advisor Council

Join us for a webinar on Thursday, March 5 when Charlie Grace, FOX Managing Director, will review:   key challenges and trends in the wealth management industry service... Read more.

Mar11

Wed

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2015/03/11 Webinar - Providing Perspective: Five Predictions for the Family Office of Tomorrow

While no one really knows what the future will bring, global research data can provide a perspective on what may become reality. Kirby Rosplock, Ph.D., author of The... Read more.

Mar25

Wed

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2015/03/25 Webinar - Before the Data Breach: Planning Ahead to Minimize Risk

Join us for an in-depth examination of how to best prepare for new threats and issues relating to data security. The program will guide FOX participants through different... Read more.

Apr08

Wed

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2015/04/08 Webinar - 2015 FOX Global Investment Survey Presentation of Findings

Critical to a multi-faceted investment strategy is benchmarking, not only to measure the impact of return characteristics, but also to determine the strategy’s effectiveness... 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

Mar03

Tue

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2015 Regional FO Member Lunch - Miami - March 3

Truluck's Seafood and Steak

To foster community among members in the Miami area, FOX is hosting a luncheon for local family and Single Family Office members. Join us for a lively exchange of... Read more.

Mar24

Tue

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2015 Family Office Roundtable - London - March 24

Adam House

Roundtables provide the opportunity for FOX members to spend time together in peer exchange and hear first-hand from FOX subject matter experts on topics of immediate... Read more.

Mar25

Wed

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2015 Wealth Advisor Briefing - Dallas - March 25

Marsh Private Client Services

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

Mar25

Wed

Register

2015 Regional Member Briefing - Dallas - March 25

Maggiano’s Little Italy Northpark

Join us for a lively exchange of information and ideas with your peers over lunch at this FOX Regional Member Briefing.   Host Presentation:    Cohesion Isn’t Just for... Read more.

Events by Date

All FOX events in chronological order.

Mar03

Tue

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2015 Regional FO Member Lunch - Miami - March 3

Truluck's Seafood and Steak

To foster community among members in the Miami area, FOX is hosting a luncheon for local family and Single Family Office members. Join us for a lively exchange of... Read more.

Mar03

Tue

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Mar05

Thu

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Senior Management Council - Miami Beach

Hilton Bentley Miami / South Beach

The FOX Senior Management Council is composed of managers just below the CEO level, of the largest, most sophisticated family offices in the U.S.   The purpose of this... Read more.

Mar10

Tue

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Mar12

Thu

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Executive Council '04 - Ft. Lauderdale, Florida

WLD Enterprises, Inc.

The FOX Executive Council '04 is comprised of CEOs of the largest, most sophisticated multi-generational family offices in the U.S. pursuing the best practices for complex... Read more.

Mar17

Tue

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Mar18

Wed

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2015 Wealth Advisor Council - U.S. - March

Wyndham New Yorker

The purpose of this Council is to provide a venue to help wealth advisor firms think about strategic objectives for their companies by means of peer insights, investigation... Read more.

Mar18

Wed

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Mar19

Thu

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2015 Multi-Family Office Council - March 18-19

Wyndham New Yorker

Family Office Exchange is drawing together a group of leading Multi-Family Offices to discuss industry trends and common challenges.   Under discussion at this year's... Read more.

Mar24

Tue

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2015 Family Office Roundtable - London - March 24

Adam House

Roundtables provide the opportunity for FOX members to spend time together in peer exchange and hear first-hand from FOX subject matter experts on topics of immediate... Read more.

Mar25

Wed

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Mar26

Thu

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Global Family Council - London - March 25-26

The Royal Institute of British Architects

This private peer group of multigenerational families will meet.    If you have questions, please contact Alexander Hayward

Mar25

Wed

Register

2015 Wealth Advisor Briefing - Dallas - March 25

Marsh Private Client Services

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

Mar25

Wed

Register

2015 Regional Member Briefing - Dallas - March 25

Maggiano’s Little Italy Northpark

Join us for a lively exchange of information and ideas with your peers over lunch at this FOX Regional Member Briefing.   Host Presentation:    Cohesion Isn’t Just for... Read more.

Mar26

Thu

Register

2015 Regional FO Member Lunch - Houston - March 26

Brennan's of Houston

To foster community among members in the Houston area, FOX is hosting a luncheon for local family and SFO members. Join us for a lively exchange of information and ideas... Read more.

Mar27

Fri

Register

2015 Wealth Advisor Council - EU - March 27

Family Office Exchange Offices - Cobbald Room

The fourth meeting of the Wealth Advisor Council will convene in London, to discuss an agenda built to match the needs of participants.   For more information contact... Read more.

Mar27

Fri

Register

2015 Wealth Advisor Member Breakfast - Houston - March 27

Brennan's of Houston

To foster community among members in the Houston area, FOX is hosting a breakfast for local advisor members. Join us for a lively exchange of information and ideas with your... Read more.

Apr21

Tue

Register

2015 Regional SFO/MFO Briefing - Minneapolis - April 21

Ascent Private Capital Management of U.S. Bank

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

Apr27

Mon

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Apr29

Wed

Register

2015 Wealth Advisor Forum

Coral Gables, FL

An advisor is the catalyst, the visionary, and the person making things happen in the client’s integrated wealth plan. Every advisor has to do their part in order to build... Read more.

Apr27

Mon

Register

2015 Michael Brink Memorial Golf Outing

Biltmore Golf Course, Coral Gables, FL

We hope you will be able to join our wealth advisor members and FOX staff for a game of golf, networking and fellowship followed by refreshments and a casual dinner.   The... Read more.

May05

Tue

to

May06

Wed

Register

2015 Family Office Design Workshop - May 5-6

University of Chicago Gleacher Center

Families who are thinking about starting a family office want to do it right - from the start. They want to know what steps to take, when to take them, and how to avoid... Read more.

May13

Wed

Register

2015 Regional Member Briefing - New York - May 13

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.

May14

Thu

Register

2015 Wealth Advisor Briefing - New York - May 14

TBD

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

Jun09

Tue

to

Jun10

Wed

Register

2015 FOX Private Family Trust Company Symposium - June 9-10

TBD

SAVE-THE-DATE   Veteran observers estimate that over 250 families have embraced the Private Family Trust Company (PFTC) as their robust and highly suitable structure for... Read more.

Jun23

Tue

Register

2015 Regional Member Briefing - Boston - June 23

TBD

SAVE-THE-DATE   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... Read more.

Jun24

Wed

Register

2015 Wealth Advisor Briefing - Boston - June 24

TBD

SAVE-THE-DATE   Join us for a lively exchange of information and ideas with your peers over breakfast at this FOX Wealth Advisor Briefing.   Attendance is included with... Read more.

Jun30

Tue

Register

2015 Wealth Advisor Briefing - Chicago - June 30

TBD

SAVE-THE-DATE   Join us for a lively exchange of information and ideas with your peers over breakfast at this FOX Wealth Advisor Briefing.   Attendance is included with... Read more.

Jun30

Tue

Register

2015 Regional Member Briefing - Chicago - June 30

TBD

SAVE-THE-DATE   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... Read more.

Jul21

Tue

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Jul22

Wed

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2015 Financial Executives Forum

Chicago, IL

SAVE THE DATE - July 21-22, 2015, Chicago   The FOX Financial Executives Forum is the premier event for critical family office updates and best practices. It’s the place to... Read more.

Aug12

Wed

Register

2015 Family Enterprise Council - Australia - August 12

TBD

SAVE-THE-DATE The purpose of this council is to elevate the professional and personal performance of family leaders and their most trusted advisors in order to enhance the... Read more.

Aug14

Fri

Register

2015 Wealth Advisor Council - Australia - August 14

TBD

SAVE-THE-DATE   The purpose of this council is to prepare wealth advisory firms for profitable growth by providing peer insights, investigate the drivers of success for... Read more.

Sep17

Thu

Register

2015 Regional SFO/MFO Briefing - Philadelphia - September 17

TBD

SAVE-THE-DATE   Join us for a lively exchange of information and ideas with your SFO and MFO peers over lunch at this FOX Regional Member Briefing.   Attendance is included... Read more.

Sep24

Thu

Register

2015 Wealth Advisor Briefing - San Francisco - September 24

TBD

SAVE-THE-DATE   Join us for a lively exchange of information and ideas with your peers over breakfast at this FOX Wealth Advisor Briefing.   Attendance is included with... Read more.

Sep24

Thu

Register

2015 Regional Member Briefing - San Francisco - September 24

TBD

SAVE-THE-DATE   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... Read more.

Oct01

Thu

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Oct02

Fri

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Global Family Council - Toronto - October 1-2

TBD

SAVE-THE-DATE This private peer group of multigenerational families meets twice a year.    If you have questions, please contact Alexander Hayward.

Oct21

Wed

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Oct23

Fri

Register

2015 FOX Fall Forum

Chicago, IL

SAVE THE DATE - October 21-23, 2015 - JW Marriott, Chicago   The FOX Fall Forum is our premier conference, open to all FOX members and by invitation to select individuals... Read more.

Dec03

Thu

Register

2015 Wealth Advisor Briefing - New York - December 3

TBD

SAVE-THE-DATE   Join us for a lively exchange of information and ideas with your peers over breakfast at this FOX Wealth Advisor Briefing.   Attendance is included with... Read more.

Dec03

Thu

Register

2015 Regional Member Briefing - New York - December 3

TBD

SAVE-THE-DATE   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... Read more.

Council Meetings

These invitation-only meetings are highly customized peer interactions with participant-driven agendas.

Browse Available Council Meetings

Mar03

Tue

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Mar05

Thu

Register

Senior Management Council - Miami Beach

Hilton Bentley Miami / South Beach

The FOX Senior Management Council is composed of managers just below the CEO level, of the largest, most sophisticated family offices in the U.S.   The purpose of this... Read more.

Mar10

Tue

to

Mar12

Thu

Register

Executive Council '04 - Ft. Lauderdale, Florida

WLD Enterprises, Inc.

The FOX Executive Council '04 is comprised of CEOs of the largest, most sophisticated multi-generational family offices in the U.S. pursuing the best practices for complex... Read more.

Mar17

Tue

to

Mar18

Wed

Register

2015 Wealth Advisor Council - U.S. - March

Wyndham New Yorker

The purpose of this Council is to provide a venue to help wealth advisor firms think about strategic objectives for their companies by means of peer insights, investigation... Read more.

Mar18

Wed

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Mar19

Thu

Register

2015 Multi-Family Office Council - March 18-19

Wyndham New Yorker

Family Office Exchange is drawing together a group of leading Multi-Family Offices to discuss industry trends and common challenges.   Under discussion at this year's... Read more.

Mar25

Wed

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Mar26

Thu

Register

Global Family Council - London - March 25-26

The Royal Institute of British Architects

This private peer group of multigenerational families will meet.    If you have questions, please contact Alexander Hayward

Mar27

Fri

Register

2015 Wealth Advisor Council - EU - March 27

Family Office Exchange Offices - Cobbald Room

The fourth meeting of the Wealth Advisor Council will convene in London, to discuss an agenda built to match the needs of participants.   For more information contact... Read more.

Aug12

Wed

Register

2015 Family Enterprise Council - Australia - August 12

TBD

SAVE-THE-DATE The purpose of this council is to elevate the professional and personal performance of family leaders and their most trusted advisors in order to enhance the... Read more.

Aug14

Fri

Register

2015 Wealth Advisor Council - Australia - August 14

TBD

SAVE-THE-DATE   The purpose of this council is to prepare wealth advisory firms for profitable growth by providing peer insights, investigate the drivers of success for... Read more.

Oct01

Thu

to

Oct02

Fri

Register

Global Family Council - Toronto - October 1-2

TBD

SAVE-THE-DATE This private peer group of multigenerational families meets twice a year.    If you have questions, please contact Alexander Hayward.

Event Archive

Find information about past FOX events.

Browse Presentations in the Knowledge Center

Feb27

Fri

Wealth Advisor Council - Australia - February 27

Myer Family Office

The purpose of this Council is to prepare wealth advisory firms for profitable growth by providing peer insights, investigate the drivers of success for integrated wealth advisors globally, and clearly articulate the needs of the ultra-high-net-worth target audience...

Feb24

Tue

to

Feb25

Wed

Family Enterprise Council - Australia - February 24-25

Yarra Room, The Langham Hotel

The purpose of this council is to elevate the professional and personal performance of family leaders and their most trusted advisors in order to enhance the operation of the broader family enterprise and long term well-being of the family. 

Participation in...

Feb09

Mon

to

Feb11

Wed

Executive Council '14 - Scottsdale, Arizona

The FOX Executive Council '14 is comprised of CEOs of the largest, most sophisticated multi-generational family offices in the U.S. pursuing the best practices for complex family enterprises.
 
The purpose of this council is to elevate the...

Jan29

Thu

to

Jan30

Fri

Financial Executive Council - Nashville, Tennessee

The FOX Financial Executive Council is composed of the financial and operational executives working in family offices or family businesses serving families of wealth, specifically CFOs, tax managers, controllers, and those in charge of day-to-day operations. The purpose...

Jan12

Mon

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Jan13

Tue

Owner/Operator Council Meeting - January 12 & 13, 2015

  • Sunday, January 11, 2015:  Arrival and Optional "Dutch Treat" Dinner at approximately 6:30 pm MST.  (Optional Dinner Venue: TBD)
  • Monday, January 12, 2015:  Meeting begins at 12 pm MST and adjourns at 5:00 pm MST, followed by a council dinner at 6:30 pm.  (...

Dec11

Thu

Webinar - Australia Family Enterprise Council

Join us for a webinar on Thursday December 11 when Charlie Grace, FOX Managing Director, will review:
 
  1. the component parts  of a family enterprise and how to build a family enterprise
  2. the mapping of risk for wealthy...

Dec09

Tue

Webinar – Australia Wealth Advisor Council

Join us for a webinar on Tuesday, December 9 when Charlie Grace, FOX Managing Director, will review:
 
  1. key challenges and trends in the wealth management industry
  2. service offerings and delivery
  3. pricing and profitability.  ...

Dec03

Wed

Webinar - FOX Invitation to Upcoming Briefing on MFO Trends - Encore Presentation

Join us for a webinar on Wednesday, December 3. Charlie Grace, FOX Managing Director, and Karen Rush, FOX Director of Membership, will review key challenges and trends in the wealth management industry, multi-family office service offerings and delivery, and pricing...

Dec03

Wed

2014 Wealth Advisor Briefing - Atlanta - December 3

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 is required.

Dec02

Tue

2014 Regional Member Briefing - Atlanta - December 2

Maggiano’s Little Italy (Buckhead)

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 registration is required.
 
Host Presentation: ...

Nov20

Thu

2014 Regional Member Briefing - New York - November 20

U.S. Trust

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 registration is required.

Nov19

Wed

Webinar - Social Investing: A Conversation About the Journey

Corporate Social Responsibility can be much more than a cost, a constraint or a charitable deed – it can be a source of opportunity, innovation and competitive edge. Companies that are good social citizens can both positively address societal issues and outperform...

Nov19

Wed

2014 Wealth Advisor Briefing - New York - November 19

AIG

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 is required.

Nov06

Thu

2014 Regional Member Briefing - San Francisco - November 6

Schiff Hardin LLP

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 registration is required.

Host Presentation:

“Doing Business...

Nov06

Thu

2014 Wealth Advisor Briefing - San Francisco - November 6

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

Nov05

Wed

to

Nov06

Thu

Senior Management Council Meeting - San Francisco - November 5th & 6th

  • Tuesday, November 4, 2014:  Arrival and Optional Dinner.  (Optional Dinner Venue: TBD)
  • Wednesday, November 5, 2014:  Full-day meeting followed by council dinner.  (Meeting Venue and Council Dinner Venue: TBD)
  • Thursday, November 6, 2014:  1/2 day...

Oct28

Tue

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Oct30

Thu

2014 FOX Fall Forum

Chicago, IL

When we founded Family Office Exchange 25 years ago, private families had no standards for managing multi-generational wealth. Today, it’s customary to sustain family wealth through single and multi-family offices, and providing integrated and seamless execution of a...

Oct07

Tue

to

Oct08

Wed

Executive Council '04 - Seattle - October 7 & 8

  • Monday, October 6:  Arrival and optional dinner.  Optional Dinner at the Wild Ginger, 1401 Third Avenue, Seattle.  
  • Tuesday, October 7:  Full-day council meeting followed by council dinner  (Venues TBD)
  • Wednesday, October 8:  Council meeting...

Oct03

Fri

Wealth Advisor Council - London

The third meeting of the Wealth Advisor Council will convene in London, to discuss an agenda built to match the needs of participants.

For more information contact Alexander Hayward, at ahayward@familyoffice.com

Oct03

Fri

Wealth Advisor Council - London

The third meeting of the Wealth Advisor Council will convene in London, to discuss an agenda built to match the needs of participants.

 

Please contact Alex Hayward, ahayward@familyoffice.com for more details...

Oct02

Thu

Family Office Trends & Challenges: London Roundtable

Adam House

Connect with fellow family office executives and family members at this roundtable in London as we review the latest FOX Wealth Trends and highlights from the 2014 Family Office Benchmarking Survey.

For more information,  please contact...

Oct02

Thu

Wealth Advisor Briefing - London

Adam House

FOX is pleased to provide an update on the most recent critical trends and challenges for advisors who serve business and wealth owning families. 

These trends have been identified as part of FOX's work to support the long term sustainability and profitability of...

Sep30

Tue

to

Oct01

Wed

Global Family Council - Barcelona

IESE Business School

This private peer group of multigenerational families will meet for its 15th meeting in Barcelona. 

More information and agenda will follow soon.  If you have questions, please contact Alexander Hayward

Sep24

Wed

Webinar - Governing the Next Generation from Abroad

Mohamed Nadar, CEO of a UK based Family Office, illustrates the complexities of coordinating the strategic direction and expansion of a Family Enterprise across multiple jurisdictions. He will present key learning gained from the evolution of one family’s...

Sep22

Mon

to

Sep23

Tue

FOX Private Family Trust Company Symposium

Gleacher Center

Veteran observers estimate that over 250 families have embraced the Private Family Trust Company (PFTC) as their robust and highly suitable structure for achieving the multi-generational goals of wealth preservation, stewardship and promoting flourishing families. At the...

Sep18

Thu

2014 Regional Member Lunch- Philadelphia - September 18

McCormick and Schmick's

To foster community among members in the Philadelphia area, FOX is hosting a luncheon for local members. Join us for a lively exchange of information and ideas with your peers.

Attendance is included with membership, but advance registration is required.

Sep18

Thu

2014 Wealth Advisor Briefing - Philadelphia - September 18

Glenmede

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 is required.

Sep11

Thu

Wealth Advisor Council - US - September 11

Family Office Exchange

The purpose of this council is to prepare wealth advisory firms for profitable growth by providing peer insights, investigate the drivers of success for integrated wealth advisors globally, and clearly articulate the needs of the ultra-high-net-worth target audience....

Aug13

Wed

Family Enterprise Council - Australia - August 13

Escor Group

The purpose of this council is to elevate the professional and personal performance of family leaders and their most trusted advisors in order to enhance the operation of the broader family enterprise and long term well-being of the family.

 

Aug12

Tue

Wealth Advisor Council - Australia - August 12

Mutual Trust

The purpose of this council is to prepare wealth advisory firms for profitable growth by providing peer insights, investigate the drivers of success for integrated wealth advisors globally, and clearly articulate the needs of the ultra-high-net-worth target audience....

Jul22

Tue

to

Jul23

Wed

2014 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 highest-quality service and advice. 
 
...

Jul21

Mon

to

Jul22

Tue

Thought Leaders Council Summit

University Club

Join us at the University Club for the annual gathering of the FOX Thought Leader Council at our annual Summit. This gathering offers an opportunity for our thought leaders to contribute their strategic thinking to an area of research FOX is conducting.  

...

Jun26

Thu

2014 Regional Member Briefing - San Francisco - June 26

Scala's Bistro

Our host Joe Samulski, Managing Director of BNY Mellon, will present on this topic: Fiduciary Trends and Best Practices: Risks and Responsibilities of Being a Trustee

Attendance is included with membership, but advance registration is required.

Jun25

Wed

2014 Wealth Advisor Briefing - San Francisco - June 25

Marsh Offices

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 is required.

Jun19

Thu

Family Education Workshop - Norway

Hotel Scandic Fornebu

Save the Date for this workshop on:
Legacy and Succession Planning

Jun17

Tue

2014 Wealth Advisor Briefing - New York - June 17

Union League Club

Join us for a discussion of the Top 10 Wealth Trends in Private Wealth Management with your peers at this FOX Wealth Advisor Briefing.

Attendance is included with membership, but advance registration is required.

Jun17

Tue

Global Family Roundtable - London

Adam House

Charles Grace, Managing Director of Family Wealth Exchange will present on: Supporting the Family Enterprise: Lessons from Successful Family Offices

...

Jun16

Mon

2014 Regional Member Briefing - New York - June 16

Abbot Downing Offices

Our host, Abbot Downing will present on this topic over lunch: Perspectives on Legacy: Managing Family Dynamics and Wealth’s Human Impact 

Attendance is included with membership, but advance registration is required.

Jun11

Wed

to

Jun12

Thu

Investment Council Meeting - New York - June 11th & 12th

  • Council Dinner to be held on the evening June 11
  • Full day meeting on June 12th.  

This meeting will feature great outside resources as well as peer exchange among participants.  The meeting, as usual  will...

May21

Wed

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 information and ideas with your peers. 

Attendance is included with membership, but...

May21

Wed

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, Director, Hunt Alternatives LLC, who will discuss her experience during a recent search for an advisor...

May05

Mon

to

May07

Wed

Owner/Operator Council Meeting - Chicago - May 6th & 7th

Chicago

The Owner/Operator Council Meeting, held in Chicago on May 6th and May 7th, will be highlighted by an exciting educational program for Owner/Operator Council members and their guests.  Sessions include:

  • An Introduction to Values - Identifying Personal &...

Apr23

Wed

to

Apr25

Fri

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 over the next decade.  

As Family Office Exchange reflects on the past 25 years of serving...

Apr23

Wed

Michael Brink Memorial Golf Outing

The Glen Club, Glenview Illinois

...

Apr10

Thu

to

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...

Mar19

Wed

2014 Wealth Advisor Briefing Chicago - March 19

HUB International Personal Insurance

Join us for a lively exchange of information and ideas with your peers at this FOX Wealth Advisor Briefing.
 
On paper the services that are offered from one advisory firm to the next are often much the same. What really matters is “HOW” advice...

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

...

Feb24

Mon

Wealth Advisor Best Practice Roundtable - Sydney

HLB Mann Judd

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...

Jan30

Thu

to

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

to

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 - California, November 2013

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...

Nov14

Thu

Wealth Advisor Briefing - Atlanta - November 14th

Atlanta, GA

Ten Trends Impacting Wealth Advisors in the Next Decade
 
Within the past several years, the wealth advisory services industry has weathered increased scrutiny, complexity and financial challenges. Yet throughout these tumultuous, post-meltdown...

Nov13

Wed

Wealth Advisor Briefing - New York - November 13

Argo Group/ARIS Title Insurance Corporation

Ten Trends Impacting Wealth Advisors in the Next Decade
 
Within the past several years, the wealth advisory services industry has weathered increased scrutiny, complexity and financial challenges. Yet throughout these tumultuous, post-meltdown...

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

to

Oct30

Wed

2013 FOX Fall Forum

Chicago, IL

...

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...

Oct03

Thu

Wealth Advisor Briefing - Dallas - October 3

Dallas, TX

Ten Trends Impacting Wealth Advisors in the Next Decade
 
Within the past several years, the wealth advisory services industry has weathered increased scrutiny, complexity and financial challenges. Yet throughout these tumultuous, post-meltdown...

Oct01

Tue

to

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.  

Sep24

Tue

to

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

to

Sep20

Fri

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

to

Sep18

Wed

Senior Management Council Meeting - September 2013

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

to

Sep11

Wed

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...

Sep10

Tue

Wealth Advisor Briefing - Philadelphia - September 10

PNC Bank

Join us for a lively exchange of information and ideas with your peers over breakfast at this FOX Wealth Advisor Briefing.

Attendance is included with membership, but advance registration is required.

Aug26

Mon

to

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@...

Jul25

Thu

Wealth Advisor Briefing - San Francisco - July 25

San Francisco, CA

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 is required.

Jul24

Wed

to

Jul25

Thu

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

to

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...

Jun25

Tue

Wealth Advisor Briefing - Chicago - June 25

Chicago, IL

Join us for a lively exchange of information and ideas with your peers at this FOX Wealth Advisor Briefing hosted by a FOX Thought Leader, Abbot Downing.

Attendance is included with membership, but advance registration is required.

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

to

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.

May16

Thu

Private Conversation with FOX Thought Leader Community: 2013 State of Investments and Beyond

You are cordially invited to participate in a discussion of FOX investment survey results and unparalleled insights into the minds of the ultra wealthy.  FOX will facilitate an online...

May13

Mon

to

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

to

May02

Thu

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

to

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

to

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

to

Mar21

Thu

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  ...

Mar06

Wed

Wealth Advisor Briefing - New York - March 6

New York, NY

Join us for a presentation of current trends and a lively exchange of information and ideas with your peers and family office executive, Rosario F. Saglimbeni.

Attendance is included with membership, but advance registration is required.

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. 

Jan09

Wed

Webinar - Protection of Fine Art Collections: Security and Risk Management

While art can imbue an otherworldly experience, there are real world issues to be addressed when collecting art to ensure its protection and survival for future generations. Join this webinar to hear specific security, risk management and financial considerations...

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

to

Nov15

Thu

Owner/Operator Council Meeting - Texas, November 2012

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

to

Oct25

Thu

2012 FOX Fall Forum

Chicago, IL

Agenda / Materials / ...

Oct17

Wed

to

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...

Sep25

Tue

Wealth Advisor Briefing - Philadelphia - September 25, 2012

Philadelphia, PA

Join us for a presentation of FOX Wealth Trends and a lively exchange of information and ideas with your peers.

Attendance is included with membership, but advance registration is required.

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.

Sep13

Thu

Wealth Advisor Briefing - New York - September 13, 2012

New York, NY

Join us for a presentation of current trends and a lively exchange of information and ideas with your peers and family office executive, Robert Hammett.

Attendance is included with membership, but advance registration is required.

Sep12

Wed

to

Sep13

Thu

Senior Management Council - Ohio, September 2012

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

to

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

to

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...

Sep05

Wed

Webinar - The Ins and Outs of Selecting a Wealth Advisor

Selecting a wealth advisor may feel like an overwhelming and intimidating task and some families will postpone taking action or make a hasty and uninformed decision. Where do you begin? What should you be concerned about? In this program, you will gain an...

Aug20

Mon

to

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.

Aug15

Wed

Webinar - Recasting Financial Reports: Innovations in Family Office Reporting

Effective financial reports provide family members with a consolidated picture of their wealth holdings, allowing them to make knowledgeable decisions about their future. Join this webinar to examine recent FOX research on the current state of financial reporting in the...

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.

Jul12

Thu

Wealth Advisor Briefing - Chicago - July 12, 2012

Join us for a presentation of FOX Wealth Trends and a lively exchange of information and ideas with your peers.

Attendance is included with membership, but advance registration is required.

Jul11

Wed

Webinar - Are Captives Attractive?: Exploring the Captive Insurance Option

Forming a captive insurance company is a frequently overlooked and largely misunderstood option for managing risks and exposures in a cost effective way. Who should form a captive and what are the tax and non-tax benefits? Join this webinar to hear our speakers...

Jun27

Wed

Webinar - Entrepreneurial Spirit: Keeping It Alive Through Generations

Where would we be without such remarkable and brilliant entrepreneurs like Benjamin Franklin, Henry Ford, and Steve Jobs?  Many wealthy families promote, foster and achieve the cultivation of entrepreneurs in order to sustain family wealth across generations.  But how...

Jun21

Thu

Wealth Advisor Briefing - New York - June 21, 2012

Join us for a lively exchange of information and ideas with your peers and a family office insider.

Attendance is included with membership, but advance registration is required.

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...

Jun13

Wed

Webinar - Speaking about the 'Unspeakables': Family Dynamics and Increasing Potential

Family systems are inherently complex. The seen and unseen patterns of power, control, communication, love, risk-taking, money and trust are just a few of the dynamics that can become unconscious drivers through which families organize themselves and their actions...

May31

Thu

Webinar - A Grand Tour through the New FOX Wealth Center Website for Family Offices

Come for a first-hand introduction to the new FOX Wealth Center website, a rich resource to support you in managing your family’s wealth.  It is designed to be the first place you go when looking for information regarding  issues you face every day. 

Learn to...

May30

Wed

Webinar - A Grand Tour through the New FOX Wealth Center Website for Advisors

Come for a first-hand introduction to the new FOX Wealth Center website, a rich resource to support you in managing your clients’ wealth and developing your own business. This site is designed to be the first place you go when looking for information regarding issues...

May24

Thu

Wealth Advisor Briefing - San Francisco - May 24, 2012

This briefing has already concluded. Thank you for your interest.

Join us for a discussion with two family office insiders, who will share their experiences working with outside advisors. We also will hear from senior legislative advisor Jake...

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...

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, May 2012

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.

May09

Wed

Webinar - Hiring Investment Consultants: Industry Trends and Best Practices

With escalating family office costs, increasing complexity of the investment markets, and SEC regulatory changes, families are taking a more thoughtful approach to their investment function and considering changes that reflect the long-term vision of the family. Join us...

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