Workshops

These two-day events closely examine a single topic. Gain deep understanding of the subject to help you save time and money.

InterContinental Melbourne
Download the Brochure to Register   Developing a Family EnterpriseMindset Helping enterprise families design and implement their long-term vision “Family enterprise” is the term used to describe the successful families that understand their collective wealth as broader than the family business or the financial... Learn More »

University of Chicago Gleacher Center
Download the BrochureEnterprise families are the most prepared to preserve the family and its wealth and well-being for future generations. Families who are successful in establishing an enterprise view tell us it is an evolving process that... Learn More »

Princeton Club of New York
The FOX Trustees and Beneficiaries Workshop will provide attendees a deeper understanding of the core trustee duties and powers as well as the trustee’s responsibilities for educating and mentoring the beneficiaries.Download the Brochure  Learn More »

Westin Chicago River North
Download the BrochureFamilies who are thinking about starting or refining a family office want to do it right. They want to know what steps to take, when to take them, and how to avoid costly mistakes. But they can’t see down the road to know what... Learn More »

Convene Conference Center
The FOX Trustees and Beneficiaries Workshop will provide attendees a deeper understanding of the core trustee duties and powers as well as the trustee’s responsibilities for educating and mentoring the beneficiaries.Download Brochure Learn More »

University of Chicago Gleacher Center
When families are thinking about forming a family office, or are new to the world of setting up a family office, they want to get things right from the start. They want to know what steps to take, when to take them, and how to avoid costly mistakes... Learn More »

Gleacher Center
Veteran observers estimate that over 250 families have embraced the Private Family Trust Company (PFTC) as their robust and highly suitable structure for achieving the multi-generational goals of wealth preservation, stewardship and promoting... Learn More »

Hotel Scandic Fornebu
Save the Date for this workshop on:Legacy and Succession Planning Learn More »

Dallas, TX
This day and a half workshop will provide attendees a deeper understanding of the core trustee duties and powers as well as the trustee's responsibilities for educating and mentoring the beneficiaries. Learn More »

New York, NY
This half day meeting on managing risk convenes family leaders of business owning families to discuss the process of identifying and isolating risks within the family enterprise, specifically relating to business and liquidity financing. Learn More »

Atlanta, GA
This half day meeting helps family leaders of business owning families explore the process of building a strong family business, family office or philanthropic board, and the steps families should consider when introducing non-family board members. Learn More »

Chicago, IL
This day and a half workshop will provide attendees a deeper understanding of the core trustee duties, skills and traits required to manage the personal demands and obligations of trusteeship. Learn More »

Chicago, IL
This day and a half workshop is designed for leaders of newly liquid families and newly established family offices. This workshop will cover the best-practice steps one should should take when establishing a formal family office.  Learn More »

Chicago, IL
This day and a half workshop uses collaborative group work and interactive dialogue to walk family leaders through the leadership succession process. Learn More »

Chicago, IL
The Family Business Owner Roundtable is a half day meeting where family leaders of business owning families convene to discuss the process of building a strong family board and the steps families should consider when introducing non-family board... Learn More »

New York, NY
This workshop looks at the role of the trustee – their fiduciary expectations and requirements and the bounds of their authority – from multiple perspectives. Expert speakers will review best practices in trust administration and discuss strategies... Learn More »

Wealth Advisor Master Class Sep 12 2012 to Sep 14 2012
New York, NY
FOX brings its extensive knowledge of wealth owners’ needs and their expectations of advisors to a new course for individuals and firms interested in strengthening their sales and delivery of integrated services to ultra-high-net-worth families. Learn More »

New York, NY
Great family enterprise leaders are invaluable. The best are stewards and teachers, historians and architects. They are very often parents or grandparents. For most family enterprises, a change in leadership is hard to conceive and generally... Learn More »

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