Council Meetings

2016 Thought Leaders Council SummitJun 14 2016 to Jun 15 2016
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.... Learn More »

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... Learn More »

Client Experience Council - Boston, MAJul 26 2016 to Jul 27 2016
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... Learn More »

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... Learn More »

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 council is to elevate the professional and personal performance of these... Learn More »

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... Learn More »

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... Learn More »

The FOX Owner/Operator '10 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... Learn More »

The FOX Owner/Operator Council '16 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... Learn More »

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... Learn More »

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... Learn More »

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... Learn More »

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... Learn More »

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... Learn More »

 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. Learn More »

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 council is to elevate the professional and personal performance of these... Learn More »

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... Learn More »

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... Learn More »

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... Learn More »

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... Learn More »

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... Learn More »

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

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... Learn More »

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... Learn More »

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... Learn More »

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... Learn More »

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... Learn More »

2015 Thought Leaders Council SummitJun 23 2015 to Jun 24 2015
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.... Learn More »

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... Learn More »

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 Learn More »

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

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... Learn More »

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... Learn More »

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... Learn More »

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-... Learn More »

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. ... Learn More »

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... Learn More »

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... Learn More »

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... Learn More »

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 Learn More »

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. Learn More »

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 Learn More »

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-... Learn More »

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.  Learn More »

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-... Learn More »

Thought Leaders Council SummitJul 21 2014 to Jul 22 2014
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... Learn More »

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... Learn More »

Council Dinner to be held on the evening June 11Full 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:... Learn More »

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 -... Learn More »

SAVE THE DATE Note:  Registration is not available on-line. To register please contact Alexander Hayward Learn More »

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... Learn More »

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... Learn More »

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... Learn More »

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. Learn More »

Investment Council MeetingOct 01 2013 to Oct 02 2013
The Investment Council Meeting is for Investment Council Members and invited guests who are Executives and Owners responsible for overseeing the family investment program.   Learn More »

SAVE THE DATEHold 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... Learn More »

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... Learn More »

Business Owner CouncilAug 26 2013 to Aug 27 2013
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. Learn More »

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... Learn More »

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. Learn More »

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

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... Learn More »

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... Learn More »

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. Learn More »

Investment Council MeetingOct 17 2012 to Oct 18 2012
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. Learn More »

Global Family Council MeetingOct 02 2012 to Oct 03 2012
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.... Learn More »

Executive Council MeetingSep 19 2012 to Sep 20 2012
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. Learn More »

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. Learn More »

Business Owner Council MeetingAug 20 2012 to Aug 21 2012
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. Learn More »

Financial Executive Council MeetingJul 17 2012 to Jul 18 2012
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.
Learn More »

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.... Learn More »

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. Learn More »

Investment Council MeetingMay 14 2012 to May 15 2012
Chicago, IL
The Investment Council is for executives and owners responsible for overseeing the family investment program. Investment Council Meetings are by invitation only. Learn More »

These invitation-only meetings are held for members of FOX Peer Councils. Each Council is a selective group of compatible and complimentary professionals who face similar challenges.

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