Council Meetings

Upcoming Council Meetings

Jun17

Wed

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Jun18

Thu

Register

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 professional and personal performance of the participants.  Participants will get peer advice, and learn...

Jun23

Tue

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Jun24

Wed

Register

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 one attendee per Thought Leaders Council firm. This year's topic will be:
 
...

Jul20

Mon

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Jul21

Tue

Register

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 this council is to elevate the professional and personal performance of these executives leading to enhanced operation of...

Aug19

Wed

Register

2015 Family Enterprise Council - Australia - August 12

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 operation of the broader family enterprise and long term well-being of the family.

Sep08

Tue

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Sep09

Wed

Register

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

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 leaders to test ideas, get peer advice, and learn from appropriate experts to improve their...

Sep16

Wed

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Sep17

Thu

Register

2015 Wealth Advisor Council - U.S. - September

SAVE-THE-DATE

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 ultra-high-net-worth target market.

 

Sep29

Tue

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Oct01

Thu

Register

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 performance of these executives and therefore enhance the operation of the broader family enterprise and...

Oct01

Thu

to

Oct02

Fri

Register

Global Family Council - Toronto - October 1-2

SAVE-THE-DATE

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

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