Regional Meetings

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

Maggiano's Little Italy
Join us for a lively exchange of information and ideas with your peers over lunch at this FOX Regional Member Briefing. Attendance is included with membership, but advance registration is required. Learn More »

Plante Moran
Join us for a lively exchange of information and ideas with your peers over breakfast at this FOX Wealth Advisor Briefing. Attendance is included with membership, but advance registration is required Learn More »

The Capital Grille - King of Prussia
Join us for a lively exchange of information and ideas with your single and multi-family office peers over lunch. Attendance is included with membership, but advance registration is required. Learn More »

Lockkeepers
Join us for a lively exchange of information and ideas with your single and multi-family office peers over lunch. Attendance is included with membership, but advance registration is required. Learn More »

TBA
Join us for a lively exchange of information and ideas with your peers over breakfast at this FOX Wealth Advisor Briefing. Attendance is included with membership, but advance registration is required Learn More »

TBA
Join us for a lively exchange of information and ideas with your peers over lunch at this FOX Regional Member Briefing. Attendance is included with membership, but advance registration is required. Learn More »

TBA
Join us for a lively exchange of information and ideas with your peers over lunch at this FOX Regional Member Briefing. Attendance is included with membership, but advance registration is required. Learn More »

TBA
Join us for a lively exchange of information and ideas with your peers over breakfast at this FOX Wealth Advisor Briefing. Attendance is included with membership, but advance registration is required Learn More »

TBA
Join us for a lively exchange of information and ideas with your peers over lunch at this FOX Regional Member Briefing. Attendance is included with membership, but advance registration is required. Learn More »

TBA
Join us for a lively exchange of information and ideas with your peers over breakfast at this FOX Wealth Advisor Briefing. Attendance is included with membership, but advance registration is required. Learn More »

The National Museum of Funeral History
Join us for a lively exchange of information and ideas with your peers over breakfast at this FOX Wealth Advisor Briefing. Attendance is included with membership, but advance registration is required Learn More »

AIG Offices
Join us for a lively exchange of information and ideas with your peers over lunch at this FOX Regional Member Briefing. Attendance is included with membership, but advance registration is required. Learn More »

Chubb Personal Risk Services
Join us for a lively exchange of information and ideas with your peers over breakfast at this FOX Wealth Advisor Briefing. Attendance is included with membership, but advance registration is required Learn More »

BNY Mellon Wealth Management
Join us for a lively exchange of information and ideas with your peers over lunch at this FOX Regional Member Briefing. Attendance is included with membership, but advance registration is required. Learn More »

AIG Offices
Join us for a lively exchange of information and ideas with your peers over breakfast at this FOX Wealth Advisor Briefing.  Attendance is included with membership, but advance registration is required Learn More »

Rockefeller & Co. Offices
Join us for a lively exchange of information and ideas with your peers over lunch at this FOX Regional Member Briefing. Attendance is included with membership, but advance registration is required. Learn More »

HUB International
Join us for a lively exchange of information and ideas with your peers over breakfast at this FOX Wealth Advisor Briefing. Attendance is included with membership, but advance registration is required Learn More »

Del Frisco’s Double Eagle Steakhouse
Join us for a lively exchange of information and ideas with your peers over lunch at this FOX Regional Member Briefing. Attendance is included with membership, but advance registration is required. Presentation: Technology and Reporting... Learn More »

CIBC Offices - Triboro Room
Join us for a lively exchange of information and ideas with your peers over breakfast at this FOX Wealth Advisor Briefing. Attendance is included with membership, but advance registration is required Learn More »

The Capital Grille - King of Prussia
Join us for a lively exchange of information and ideas with your SFO and MFO peers over lunch.Presentation:Introduction to CaptivesSpeaker: William J. Knox, A.R.M., Executive Vice President, Captives Practice Leader, HDH Group Attendance is... Learn More »

Michael Mina Restaurant
 Join us for a lively exchange of information and ideas with your peers over lunch at this FOX Regional Member Briefing. Presentation: Doing Well by Doing Good:  How Impact Investments Can Enhance Your Portfolio and Philanthropic... Learn More »

HUB International
 Join us for a lively exchange of information and ideas with your peers over breakfast at this FOX Wealth Advisor Briefing. Attendance is included with membership, but advance registration is required. Learn More »

Pearl Tavern
You are invited to attend the FOX Advisor Member Reception hosted by Novack & Macey. Note: attendance is limited to 2 attendees per member company. Pearl Tavern 180 N. Upper Wacker Dr. Chicago, IL 60606 Learn More »

Chicago Cut Steakhouse
Join us for a lively exchange of information and ideas with your peers over lunch at this FOX Regional Member Briefing. Attendance is included with membership, but advance registration is required. Learn More »

Plante Moran
Join us for a lively exchange of information and ideas with your peers over breakfast at this FOX Wealth Advisor Briefing. Attendance is included with membership, but advance registration is required Learn More »

Wellington Management Company, LLC
Join us for a lively exchange of information and ideas with your peers over breakfast at this FOX Wealth Advisor Briefing. Attendance is included with membership, but advance registration is required. Learn More »

PwC Private Company Services
Join us for a lively exchange of information and ideas with your peers over lunch at this FOX Regional Member Briefing. Attendance is included with membership, but advance registration is required. Learn More »

Langham Hotel
Multi Generation Families and Superior Investment ReturnsThe purpose of the Roundtable is to share our latest research on investments and best practices.  Formal remarks from the Family Office Exchange team will examine our 2015 investment... Learn More »

HUB International
Join us for a lively exchange of information and ideas with your peers over breakfast at this FOX Wealth Advisor Briefing. Attendance is included with membership, but advance registration is required.  Note: We have reached capacity... Learn More »

Pitcairn
Join us for a lively exchange of information and ideas with your peers over lunch at this FOX Regional Member Briefing. Preparing to Let Go: 10 Things You Need to Know to Prepare for Succession Attendance is included with membership, but... Learn More »

Ascent Private Capital Management of U.S. Bank
Join us for a lively exchange of information and ideas with your SFO and MFO peers over lunch at this FOX Regional Member Briefing. Attendance is included with membership, but advance registration is required. Host Presentation: The... Learn More »

Brennan's of Houston
To foster community among members in the Houston area, FOX is hosting a breakfast for local advisor members. Join us for a lively exchange of information and ideas with your peers. Attendance is included with membership, but advance... Learn More »

Brennan's of Houston
To foster community among members in the Houston area, FOX is hosting a luncheon for local family and SFO members. Join us for a lively exchange of information and ideas with your peers. Attendance is included with membership, but advance... Learn More »

Maggiano’s Little Italy Northpark
Join us for a lively exchange of information and ideas with your peers over lunch at this FOX Regional Member Briefing. Host Presentation:  Cohesion Isn’t Just for Families! Moderated by:Byron Thorsen Managing Director,... Learn More »

Marsh Private Client Services
Join us for a lively exchange of information and ideas with your peers over breakfast at this FOX Wealth Advisor Briefing. Attendance is included with membership, but advance registration is required. Learn More »

Adam House
Roundtables provide the opportunity for FOX members to spend time together in peer exchange and hear first-hand from FOX subject matter experts on topics of immediate interest.In this session, Sara Hamilton, Founder and CEO of Family Office Exchange... Learn More »

Truluck's Seafood and Steak
To foster community among members in the Miami area, FOX is hosting a luncheon for local family and Single Family Office members. Join us for a lively exchange of information and ideas with your peers. Attendance is included with membership,... Learn More »

Join us for a lively exchange of information and ideas with your peers at this FOX Wealth Advisor Briefing. Attendance is included with membership, but advance registration is required. Learn More »

Maggiano’s Little Italy (Buckhead)
Join us for a lively exchange of information and ideas with your peers over lunch at this FOX Regional Member Briefing. Attendance is included with membership, but advance registration is required. Host Presentation:  Cohesion... Learn More »

U.S. Trust
Join us for a lively exchange of information and ideas with your peers over lunch at this FOX Regional Member Briefing.Attendance is included with membership, but advance registration is required. Learn More »

AIG
Join us for a lively exchange of information and ideas with your peers at this FOX Wealth Advisor Briefing.Attendance is included with membership, but advance registration is required. Learn More »

Schiff Hardin LLP
Join us for a lively exchange of information and ideas with your peers over lunch at this FOX Regional Member Briefing.Attendance is included with membership, but advance registration is required.Host Presentation:“Doing Business” in... Learn More »

Join us for a lively exchange of information and ideas with your peers over breakfast at this FOX Wealth Advisor Briefing. Attendance is included with membership, but advance registration is required. Learn More »

Adam House
Connect with fellow family office executives and family members at this roundtable in London as we review the latest FOX Wealth Trends and highlights from the 2014 Family Office Benchmarking Survey.For more information,  please contact... Learn More »

Adam House
FOX is pleased to provide an update on the most recent critical trends and challenges for advisors who serve business and wealth owning families. These trends have been identified as part of FOX's work to support the long term sustainability... Learn More »

McCormick and Schmick's
To foster community among members in the Philadelphia area, FOX is hosting a luncheon for local members. Join us for a lively exchange of information and ideas with your peers.Attendance is included with membership, but advance registration is... Learn More »

Glenmede
Join us for a lively exchange of information and ideas with your peers at this FOX Wealth Advisor Briefing.Attendance is included with membership, but advance registration is required. Learn More »

Scala's Bistro
Our host Joe Samulski, Managing Director of BNY Mellon, will present on this topic: Fiduciary Trends and Best Practices: Risks and Responsibilities of Being a TrusteeAttendance is included with membership, but advance registration is required. Learn More »

Marsh Offices
Join us for a lively exchange of information and ideas with your peers at this FOX Wealth Advisor Briefing.Attendance is included with membership, but advance registration is required. Learn More »

Union League Club
Join us for a discussion of the Top 10 Wealth Trends in Private Wealth Management with your peers at this FOX Wealth Advisor Briefing.Attendance is included with membership, but advance registration is required. Learn More »

Adam House
Charles Grace, Managing Director of Family Wealth Exchange will present on: Supporting the Family Enterprise: Lessons from Successful Family OfficesFor membership information or to register by email, please contact Alexander Hayward.  Learn More »

Abbot Downing Offices
Our host, Abbot Downing will present on this topic over lunch: Perspectives on Legacy: Managing Family Dynamics and Wealth’s Human Impact Attendance is included with membership, but advance registration is required. Learn More »

The Harvard Club of Boston Downtown
In an effort to build community among FOX members in the Boston area, FOX is hosting lunch for families and small family office executives. Join us for a lively exchange of information and ideas with your peers. Attendance is included with... Learn More »

U.S. Trust office
Join us for a lively exchange of information and ideas with your peers at this FOX Wealth Advisor Briefing.We will be joined by Gail Franck, Chief Financial Officer, Director, Hunt Alternatives LLC, who will discuss her experience during a recent... Learn More »

Meeschaert Family Office
SAVE THE DATE Note: Registration is not available online. To register please contact Alexander Hayward Learn More »

PwC Office
Join us for a lively exchange of information and ideas with your peers over lunch at this FOX Regional Member Briefing.Our Host Brittney Saks of PwC will be speaking on De-Mystifying the 2014 Tax Landscape.Attendance is included with membership, but... Learn More »

HUB International Personal Insurance
Join us for a lively exchange of information and ideas with your peers at this FOX Wealth Advisor Briefing. On paper the services that are offered from one advisory firm to the next are often much the same. What really matters is “HOW” advice... Learn More »

Bennelong House
Taking the Enterprise View As the scope of a business-owning family’s activities expand and the family grows across generations, the organic shift from a business-centric family to a family-centric enterprise or “family enterprise” begins. The... Learn More »

Bennelong House
Family Office Exchange is drawing together a group of leading Wealth Advisors from across the Asia Pacific region, to discuss industry trends and common challenges such as the development and enhancement of service delivery, profitability, and... Learn More »

Cambooya Services Pty. Limited
Taking the Enterprise View As the scope of a business-owning family’s activities expand and the family grows across generations, the organic shift from a business-centric family to a family-centric enterprise or “family enterprise” begins. The... Learn More »

HLB Mann Judd
Family Office Exchange is drawing together a group of leading wealth advisors from across the Asia Pacific region, to discuss industry trends and common challenges such as the development and enhancement of service delivery, profitability, and... Learn More »

New York, NY
10 Trends Impacting the Private Wealth Industry in the Next 10 YearsFamily Office Sustainability: The Roles of Governance and Entrepreneurial Orientation Within the past several years, the wealth advisory services industry has weathered... Learn More »

Atlanta, GA
Ten Trends Impacting Wealth Advisors in the Next Decade Within the past several years, the wealth advisory services industry has weathered increased scrutiny, complexity and financial challenges. Yet throughout these tumultuous, post-meltdown... Learn More »

Ansley Golf Club
FOX families and family office executives are invited to join the Atlanta Family Office Group's quarterly meeting where FOX will be presenting on current trends impacting the family office from the 2013 benchmarking surveys on compensation, cost,... Learn More »

Argo Group/ARIS Title Insurance Corporation
Ten Trends Impacting Wealth Advisors in the Next Decade Within the past several years, the wealth advisory services industry has weathered increased scrutiny, complexity and financial challenges. Yet throughout these tumultuous, post-meltdown... Learn More »

Park City Club
FOX family office executives are invited to join us for a joint meeting between FOX  and the Dallas/Fort Worth Family Office Forum. Mariann Mihailidis, Managing Director, Family Councils and Heather Asher, Senior Relationship Manager at... Learn More »

Dallas, TX
Ten Trends Impacting Wealth Advisors in the Next Decade Within the past several years, the wealth advisory services industry has weathered increased scrutiny, complexity and financial challenges. Yet throughout these tumultuous, post-meltdown... Learn More »

As families increase their focus on the detailed management of their wealth, this member roundtable will examine some of the best practices for operational efficiency in family office. This session will also include data from our latest research on... Learn More »

Family Office Exchange and FDX Capital LLC
FOX is co-hosting a discussion over cocktails 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... Learn More »

Ascent Private Capital Management offices
FOX is co-hosting a Minneapolis  cocktail reception to discuss two important topics of interest to members – Taking an Enterprise View and Engaging Family Offices in Direct Private Equity.   Please join us and contribute your... Learn More »

PNC Bank
Join us for a lively exchange of information and ideas with your peers over breakfast at this FOX Wealth Advisor Briefing.Attendance is included with membership, but advance registration is required. Learn More »

Join us for a lively conversation with your  peers on trending topics of interest to families and family offices.Admittance is included in your membership; however registration is required.Contact Alex Hayward to reserve your seat at the event... Learn More »

San Francisco, CA
Join us for a lively exchange of information and ideas with your peers at this FOX Wealth Advisor Briefing.Attendance is included with membership, but advance registration is required. Learn More »

MaSo Restaurant - The Westin San Francisco Market Street
THIS EVENT IS BEING POSTPONED - CHECK BACK FOR THE REVISED DATE.If you have any questions, please email events@familyoffice.com. Learn More »

University Club
Join us for a lively exchange of information and ideas with your peers over lunch at this FOX Regional Member Briefing. The topic presented by our host, South Dakota Trust will be Maintaining Flexibility and Control with Trusts During Times of Tax,... Learn More »

Chicago, IL
Join us for a lively exchange of information and ideas with your peers at this FOX Wealth Advisor Briefing hosted by a FOX Thought Leader, Abbot Downing.Attendance is included with membership, but advance registration is required. Learn More »

Fiduciary Trust Company International
Join us for a lively exchange of information and ideas over lunch with your peers at this FOX regional member briefing. Our host, Fiduciary Trust will present the topic, Where Is The Income? Navigating Low Rates Through 2013 and Beyond.Attendance is... Learn More »

Eddie V's Prime Seafood
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... Learn More »

Beverly Hills, CA
Family Office Exchange (FOX), its affiliate FDX Capital (FDX), and Eagle River Advisors (ERA) invite you to attend a Family Office Wine and Cheese Reception and informal discussion on family office investing. The reception is intended for local... Learn More »

Comparing Asset Allocation & Returns, Family Office Costs and Incentive StrategiesAs part of our ongoing support of our global community of Family Offices, we would like to share with you some of the highlights from our Annual Benchmarking... Learn More »

On March 20, Family Office Exchange is drawing together a group of leading Multi Family Offices from across Europe and the Middle East, to discuss industry trends and common challenges such as  the development and enhancement of service... Learn More »

New York, NY
Join us for a presentation of current trends and a lively exchange of information and ideas with your peers and family office executive, Rosario F. Saglimbeni.Attendance is included with membership, but advance registration is required. Learn More »

Philadelphia, PA
Join us for a presentation of FOX Wealth Trends and a lively exchange of information and ideas with your peers.Attendance is included with membership, but advance registration is required. Learn More »

New York, NY
Join us for a presentation of current trends and a lively exchange of information and ideas with your peers and family office executive, Robert Hammett.Attendance is included with membership, but advance registration is required. Learn More »

New York, NY
This briefing will examine modern trust structures and how they effectively operate to benefit the family. Pick up some new ideas from our host--South Dakota Trust, a FOX Thought Leaders CouncilTM member--and enjoy conversation with your... Learn More »

Join us for a presentation of FOX Wealth Trends and a lively exchange of information and ideas with your peers.Attendance is included with membership, but advance registration is required. Learn More »

Join us for a lively exchange of information and ideas with your peers and a family office insider.Attendance is included with membership, but advance registration is required. Learn More »

New York, NY
Get a sneak preview of the latest FOX research, pick up some new ideas on Cyber Risk from Marcy Hall, HUB International Personal Insurance and Peter Piotrowski, Chartis, and enjoy conversation with your peers over lunch in a comfortable, private... Learn More »

This briefing has already concluded. Thank you for your interest.Join us for a discussion with two family office insiders, who will share their experiences working with outside advisors. We also will hear from senior legislative advisor Jake Seher,... Learn More »

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