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.

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2016 FOX Financial Executives Forum

Chicago, IL

SAVE THE DATE The FOX Financial Executives Forum provides critical family office updates and best practices for financial executives in the family office. Open to financial... Read more.

Sep15

Thu

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2016 FOX Global Investment Forum

New York, NY

SAVE THE DATE The FOX Global Investment Forum™ aims to build a strong community among family members and family office executives who are responsible for the investments of... Read more.

Nov02

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Nov04

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2016 FOX Fall Forum

Chicago, IL

SAVE THE DATE The Fall Forum is FOX’s annual flagship event, a unique opportunity to learn from your peers and to hear best practices first-hand from some of the world’s... 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.

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Jun22

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Jun23

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Trustees and Beneficiaries Workshop - June 22-23, 2016

TBD

The FOX Trustees and Beneficiaries Workshop will provide attendees a deeper understanding of the core trustee duties and powers as well as the trustee’s responsibilities 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

Feb17

Wed

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Webinar - Spectrum of Investment Decision Making

Aligning the advisory relationship with the family’s objectives is as much an art as a science. Many families don’t realize that a wide spectrum of advisory relationship... Read more.

Mar16

Wed

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Webinar - Cloud Technology: Enhancing Family Office Infrastructure and Operations

Family offices have complex technology needs related to security, compliance, integration, mobility, and business continuity.  These complexities coupled with limited staff... Read more.

Mar30

Wed

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Webinar - March 30, 2016

Information forthcoming...

Apr13

Wed

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Webinar - April 13, 2016

Information forthcoming...

Apr27

Wed

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Webinar - April 27, 2016

Information forthcoming...

Regional Meetings

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

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There are no events of this type at this time.

Events by Date

All FOX events in chronological order.

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Feb18

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Senior Management Council - Jupiter, Florida

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.

Mar09

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Mar10

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Multi-Family Office Council - March 9-10, 2016

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.

Mar14

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Mar16

Wed

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Executive Council '04 - San Francisco, California

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.

Mar15

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Mar16

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Integrated Wealth Advisor Council - March 15-16, 2016

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.

May04

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May05

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Jun22

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Jun23

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Trustees and Beneficiaries Workshop - June 22-23, 2016

TBD

The FOX Trustees and Beneficiaries Workshop will provide attendees a deeper understanding of the core trustee duties and powers as well as the trustee’s responsibilities for... Read more.

Jul19

Tue

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Jul20

Wed

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2016 FOX Financial Executives Forum

Chicago, IL

SAVE THE DATE The FOX Financial Executives Forum provides critical family office updates and best practices for financial executives in the family office. Open to financial... Read more.

Sep15

Thu

Register

2016 FOX Global Investment Forum

New York, NY

SAVE THE DATE The FOX Global Investment Forum™ aims to build a strong community among family members and family office executives who are responsible for the investments of... Read more.

Nov02

Wed

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Nov04

Fri

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2016 FOX Fall Forum

Chicago, IL

SAVE THE DATE The Fall Forum is FOX’s annual flagship event, a unique opportunity to learn from your peers and to hear best practices first-hand from some of the world’s... Read more.

Council Meetings

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

Browse Available Council Meetings

Feb16

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Feb18

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Senior Management Council - Jupiter, Florida

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.

Mar09

Wed

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Mar10

Thu

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Multi-Family Office Council - March 9-10, 2016

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.

Mar14

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Mar16

Wed

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Executive Council '04 - San Francisco, California

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.

Mar15

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Mar16

Wed

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Integrated Wealth Advisor Council - March 15-16, 2016

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.

Event Archive

Find information about past FOX events.

Browse Presentations in the Knowledge Center

Feb10

Wed

2016 Private Family Trust Company Symposium

Symposium - For Those Currently Operating a PFTC  Examines how to maximize a PFTC’s potential for meeting a family’s needs and aspirations. Sessions will address strategies families can implement in the areas of:  Achieving goals Risk assessment and management...

Feb09

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Feb10

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2016 Private Family Trust Company Workshop and Symposium

Tuesday, February 9, 2016 Assessing Impact, Creating and Operating a PFTC Pre-Symposium Workshop - For Those Exploring Forming a PFTC As a family considers whether a PFTC would be the best trustee to make discretionary decisions on how their wealth in trust is invested,...

Feb01

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Feb03

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Executive Council '14 - Jupiter, Florida

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 professional and personal...

Jan26

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Jan27

Wed

Client Experience Council - Jupiter, Florida

The FOX Client Experience Council is mainly composed of senior members from client service teams; those client-facing employees responsible for delivering broad, integrated service experience to family member clients.       The purpose of this council is to elevate the...

Jan20

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Jan21

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Financial Executive Council - Jupiter Florida

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 of...

Dec01

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Dec02

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2015 FOX Global Owners Forum

Coral Gables, FL

  FOX proudly presents this new forum exclusively for family leaders.   The 2015 FOX Global Owners Forum is a unique opportunity for family leaders to meet with fellow wealth owners to discuss their experiences and challenges in guiding families of wealth.  No issue is...

Nov23

Mon

Canadian Executive Council Meeting - Toronto: DELAYED UNTIL Q1 2016

The FOX Canadian Executive Council will be  comprised of CEOs of the largest, most sophisticated multi-generational family offices in Canada, pursuing the best practices for complex family enterprises.   The purpose of this council is to elevate the professional and...

Nov17

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Nov18

Wed

2015 Trustees and Beneficiaries Workshop

Convene Conference Center

The FOX Trustees and Beneficiaries 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.Download Brochure

Nov02

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Nov04

Wed

Owner/Operator Council Meeting - November 2 - 4, 2015

The FOX Owner/Operator Council is composed of family members who directly oversee the operation of their family's financial enterprise, with or without staff, working together to share insights and strategies.     The purpose of this council is to provide a forum for these...

Oct21

Wed

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Oct23

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2015 FOX Fall Forum

Chicago, IL

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Oct01

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Oct02

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Global Family Council - Toronto Ontario Canada - October 1-2

The FOX Global Family Council is comprised of Family Office CEOs and wealth owners overseeing the most sophisticated multi-generational, multinational family offices.   The purpose of this council is to focus on sustainability of the family with discussions including...

Sep29

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Oct01

Thu

Executive Council 04 - Toronto Ontario Canada - September 29 - October 1

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 family enterprises.   The purpose of this council is to elevate the professional and personal...

Sep16

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Sep17

Thu

2015 Integrated Wealth Advisor Council - U.S. - September

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 of the drivers of success for integrated wealth management, and articulation of the needs of the...

Sep10

Thu

2015 FOX Global Investment Forum

New York, NY

  Purpose of the Forum: The 2015 FOX Global Investment Forum will foster smart, investment focused conversations among peers on trends, opportunities, processes, and best practices for multi-generation families with an educational slant and actionable takeaways.   Who...

Sep08

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Sep09

Wed

Owner/Operator Council Meeting - New York - September 8 & 9, 2015

The FOX Owner/Operator Council is composed of family members who directly oversee the operation of their family's financial enterprise, with or without staff, working together to share insights and strategies.     The purpose of this council is to provide a forum for these...

Aug18

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Aug19

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2015 Family Enterprise Council - Australia - August 18-19

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. Dinner on August 18  Meeting on...

Jul21

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Jul22

Wed

2015 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 highest-quality service and advice.    Join your peers July 21-22 in Chicago...

Jul20

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Jul21

Tue

Financial Executive Council - Chicago, IL

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 of...

Jun23

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Jun24

Wed

2015 Thought Leaders Council Summit

Join us U.S. Trust Offices for the gathering of the FOX Thought Leaders Council at our annual Summit. This gathering offers an opportunity for our thought leaders to contribute their strategic thinking in an area of research FOX is conducting.    Attendance is limited to...

Jun17

Wed

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Jun18

Thu

Client Service Council Meeting - New York - June 17 & 18

The FOX Client Service Council is mainly composed of senior members from client service teams; those client-facing employees responsible for delivering broad, integrated service experience to family member clients.       The purpose of this council is to elevate the...

Jun09

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Jun10

Wed

2015 FOX Private Family Trust Company Symposium

It has been a lively year for private family trust companies (PFTCs). Several states are embracing innovative PFTC-friendly laws in the hopes of attracting families to their borders. Existing PFTCs are implementing creative solutions in response to these new legal...

Jun04

Thu

2015 FOX Investment Networks Meeting and Peer Exchange

Convene Conference Center – Times Square

Members of the FOX Direct Investing Network and the Strategic CIO Network (SCION) are invited to learn how industry leaders and family CIOs are meeting the challenges and finding opportunities in today’s investment environment. This meeting of CIO, CEOs and wealth owners...

May05

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May06

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2015 Family Office Design Workshop - May 5-6

University of Chicago Gleacher Center

When families are thinking about forming a family office, or are new to the world of setting up a family office, they want to get things right from the start. They want to know what steps to take, when to take them, and how to avoid costly mistakes. But they can’t see down...

Apr27

Mon

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 cost is $295.00 per person. This includes box lunch, golf, cart, practice balls, drinks on the...

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 long-term family wealth and sustainability. To build a successful integrated wealth plan, advisors...

Apr07

Tue

2015/04/07 Webinar - The Client of the Future: Advising Millennials

Join us as Amy Hart Clyne identifies five generational themes and eight recommendations to help family leaders, family office staff, and advisors strengthen their relationships with the Millennials in the family. While this generation of young adults have essentially the...

Apr02

Thu

Webinar - The Client of the Future: Advising Millennials

Join us as Amy Hart Clyne identifies five generational themes and eight recommendations to help family leaders, family office staff, and advisors strengthen their relationships with the Millennials in the family. While this generation of young adults have essentially the...

Apr02

Thu

2015/04/02 Webinar - The Client of the Future: Advising Millennials

Join us as Amy Hart Clyne identifies five generational themes and eight recommendations to help family leaders, family office staff, and advisors strengthen their relationships with the Millennials in the family. While this generation of young adults have essentially the...

Mar27

Fri

2015 Wealth Advisor Council - EU - March 27

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 Alexander Hayward, at ahayward@familyoffice.com

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Mar26

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Global Family Council - London - March 2015

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

Mar18

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Mar19

Thu

2015 Multi-Family Office Council - March 18-19

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 session will be “Talent, Teams, Client Experience: Strategies to Construct an Enduring Model and Satisfy...

Mar17

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Mar18

Wed

2015 Wealth Advisor Council - U.S. - March

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 of the drivers of success for integrated wealth management, and articulation of the needs of the...

Mar10

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Mar12

Thu

Executive Council '04 - Ft. Lauderdale, FL

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 family enterprises.   The purpose of this council is to elevate the professional and personal...

Mar05

Thu

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 offerings and delivery pricing and profitability     The webinar provides an overview of the content...

Feb27

Fri

Wealth Advisor Council - Australia - February 27

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

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Feb25

Wed

Family Enterprise Council - Australia - February 2015

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 this Council...

Jan29

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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 of...

Jan12

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Jan13

Tue

Owner/Operator Council Meeting - Salt Lake City

The FOX Owner/Operator Council is composed of family members who directly oversee the operation of their family's financial enterprise, with or without staff, working together to share insights and strategies.     The purpose of this council is to provide a forum for...

Dec11

Thu

Webinar - Australia Family Enterprise Council

Join us for a webinar on Thursday December 11 when Charlie Grace, FOX Managing Director, will review:   the component parts  of a family enterprise and how to build a family enterprise the mapping of risk for wealthy multigenerational families.     A group of 13...

Dec09

Tue

Webinar – Australia Wealth Advisor Council

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

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 and...

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 their...

Oct28

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Oct30

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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

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Oct08

Wed

Executive Council '04 - Seattle - October 7 & 8

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 family enterprises.   The purpose of this council is to elevate the professional and personal...

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.

Sep30

Tue

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Oct01

Wed

Global Family Council - Barcelona September 2014

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 business and...

Sep22

Mon

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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...

Sep11

Thu

Wealth Advisor Council - US - September 11

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. For...

Aug13

Wed

Family Enterprise Council - Australia - August 13

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

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

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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.    Join your peers July 22-23 at the...

Jul21

Mon

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Jul22

Tue

Thought Leaders Council Summit

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.   Attendance is...

Jul21

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Jul22

Tue

Financial Executive Council, Chicago July 2014

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 of...

Jun19

Thu

Family Education Workshop - Norway

Hotel Scandic Fornebu

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

Jun11

Wed

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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 cover among other topics:   Asset manager ideas, market conditions...

May05

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May07

Wed

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

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 & Shared Family...

Apr23

Wed

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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 families,...

Apr23

Wed

Michael Brink Memorial Golf Outing

The Glen Club, Glenview Illinois

Fee of $250/pp includes lunch, golf, unlimited use of practice facility, cart, bag handling and locker service, halfway house and beverage cart service during golf and bus transportation from the Fairmont Chicago to The Glen Club and return transportation following golf...

Apr10

Thu

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Apr11

Fri

Global Family Council - Paris April 2014

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....

Feb26

Wed

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Feb28

Fri

Executive Council '04 - Sarasota, FL February 2014

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 family enterprises.   The purpose of this council is to elevate the professional and personal...

Jan30

Thu

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Jan31

Fri

Financial Executive Council, Florida January 2014

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 of...

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

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.

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

Agenda / Materials / Speakers / Sponsors 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...

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.

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.  

Sep24

Tue

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Sep25

Wed

Global Family Council - London September 2013

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 and upcoming...

Sep10

Tue

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Sep12

Thu

Executive Council '04 - Philadelphia, September 2013

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 family enterprises.   The purpose of this council is to elevate the professional and personal...

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.

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 Hyatt...

Jul16

Tue

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Jul17

Wed

Financial Executive Council (FEC), Chicago July 2013

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...

Jun06

Thu

All Member Networking Event - New York City

Bouley Restaurant

Please RSVP via email to attend this event. Join FOX at this All Member Networking Event, hosted by HUB International.Our theme is Wine: An Insider’s View One of the acclaimed sommeliers at Bouley, among Manhattan’s most revered restaurants, will introduce guests to a...

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.

May20

Mon

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May22

Wed

Owner/Operator Council Meeting - Nevada May 2013

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.

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 conversation about your feedback on the results of two recent investment surveys...

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. 

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 productivity...

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

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Mar22

Fri

Global Family Council, London March 2013

Please reply to Alex Hayward, Relationship Manager, at ahayward@familyoffice.com if you would like to attend.

Mar18

Mon

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Mar20

Wed

Executive Council '04 - New York, March 2013

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 family enterprises.   The purpose of this council is to elevate the professional and personal...

Mar03

Sun

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Mar04

Mon

Financial Executive Council, Arizona March 2013

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 of...

Feb27

Wed

FOX Member Dinner sponsored by FDX Capital

Miami, FL

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...

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 required...

Nov28

Wed

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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 - Texas, November 2012

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.

Oct30

Tue

FOX Research Presentation & Drinks Reception

Melbourne, Australia

Join us for a presentation of the key findings from two of our latest research pieces that address issues we hear from our network of Australian business owning and financial families. 

Oct24

Wed

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Oct25

Thu

2012 FOX Fall Forum

Chicago, IL

Agenda / Materials / Speakers / Sponsors 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...

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

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Oct03

Wed

Global Family Council Meeting

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

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Sep20

Thu

Executive Council Meeting

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

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Sep13

Thu

Senior Management Council - Ohio, September 2012

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

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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

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 understanding...

Aug20

Mon

to

Aug21

Tue

Business Owner Council Meeting

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

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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

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.

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 explore...

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 do...

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 across...

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 navigate...

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 you...

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 form...

May22

Tue

Thought Leaders Council Summit

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

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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