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, family offices, and the advancement of the Family Office Industry, it becomes clear that while there has been...
SAVE THE DATE - July 22-23, 2014
The FOX Financial Executives Forum provides critical family office updates and best practices for financial executives in the family office. Open to financial executives within a single or multi-family office, it’s the place to stay sharp and ensure that you are providing your family clients the highest-quality service and advice....
SAVE THE DATE - October 28-30, 2014
The FOX Fall Forum is our premier conference. Held annually in Chicago, the FOX Fall Forum provides an opportunity for wealth owners, family office professionals and wealth advisors to hear from the industry leaders on current trends and meet in peer groups to discuss practical solutions to challenges they face.