Forums

At FOX Forums, hear from FOX experts, FOX members and other industry authorities, and engage in productive peer dialogue. 

2017 FOX Global Owners ForumMar 02 2017 to Mar 03 2017
Palm Beach, FL
The FOX Global Owners Forum™ returns in March 2017 to guide families on their enterprise journey. This event is programmed specifically for family members. This is a unique opportunity for family members to meet with members of families like themselves to discuss their experiences and challenges... Learn More »

San Francisco, CA
The FOX Spring Global Investment Forum™ is a different kind of investment conference — it is for owners of investment capital, and CIOs working for owners of investment capital. Designed to engage the unique interests of family investment decision-makers and asset allocators, the topics are... Learn More »

FOX Fall Forum 2016Nov 02 2016 to Nov 04 2016
Chicago, IL
Agenda | Exhibitors | Presenters | Venue & Accommodations | Materials  Family members, family office executives, and advisors to families all may have the opportunity to partner with one another at various points in the history of a family.... Learn More »

New York, NY
Agenda | Exhibitors | Speakers | Venue & Accommodations | Materials   The FOX Autumn Global Investment Forum™, September 15 in New York City, is designed to satisfy the unique interests and needs of family investment decision-makers and their... Learn More »

FOX Financial Executives Forum 2016 Jul 19 2016 to Jul 20 2016
Chicago, IL
The FOX Financial Executives Forum is the industry’s 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... Learn More »

FOX Wealth Advisor Forum 2016May 03 2016 to May 05 2016
Coral Gables, FL
On May 3-5, the focus of the wealth management world will be on Coral Gables, FL. The leading advisors will converge for the 2016 FOX Wealth Advisor Forum™, where Family Office Exchange will reveal their latest insights into the needs of the world'... Learn More »

New York, NY
The FOX SPRING Global Investment Forum™ is a different kind of investment conference — it is for owners of investment capital and CIOs working for owners of investment capital. Designed to engage the unique interests of family investment decision-... Learn More »

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... Learn More »

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... Learn More »

2015 FOX Global Owners ForumDec 01 2015 to Dec 02 2015
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... Learn More »

2015 FOX Fall ForumOct 21 2015 to Oct 23 2015
Chicago, IL
Seeking ways to keep all family members interested and involved in family matters is a key objective of most family offices. This year’s FOX Fall Forum provides a broad array of new ideas and skills to enrich the delivery of service and strengthen... Learn More »

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... Learn More »

2015 FOX Financial Executives ForumJul 21 2015 to Jul 22 2015
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... Learn More »

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... Learn More »

2015 Wealth Advisor ForumApr 27 2015 to Apr 29 2015
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... Learn More »

2014 FOX Fall ForumOct 28 2014 to Oct 30 2014
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... Learn More »

2014 Financial Executives ForumJul 22 2014 to Jul 23 2014
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... Learn More »

2014 Wealth Advisor ForumApr 23 2014 to Apr 25 2014
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... Learn More »

Michael Brink Memorial Golf Outing Apr 23 2014 to Apr 24 2014
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... Learn More »

2013 FOX Fall ForumOct 28 2013 to Oct 30 2013
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... Learn More »

2013 FOX Financial Executives ForumJul 17 2013 to Jul 18 2013
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... Learn More »

2013 FOX Wealth Advisor ForumApr 30 2013 to May 02 2013
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... Learn More »

2012 FOX Fall Forum Oct 24 2012 to Oct 25 2012
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... Learn More »

FOX Financial Executives Forum 2012 Jul 18 2012 to Jul 19 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... Learn More »

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