Multi-Family Office Council - March 19-20, 2019
Mar 19 2019 to Mar 20 2019
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Family Office Exchange is drawing together a group of leading Multi-Family Offices to discuss industry trends and common challenges.
Under discussion at this year's session will be “Talent, Teams, Client Experience: Strategies to...
Global Family Enterprise Council - April 4-5, 2019
Apr 04 2019 to Apr 05 2019
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PRINTABLE AGENDA >
The FOX Global Family Council is comprised of family office CEOs and wealth owners overseeing the most sophisticated multi-generational, multinational family offices.
The purpose of this council is to focus on...
Integrated Wealth Advisor Council - April 17-18, 2019
Apr 17 2019 to Apr 18 2019
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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...
Americas Family Enterprise Council - April 2019
Apr 23 2019 to Apr 25 2019
*** Draft Agenda to be released shortly ***
The FOX Family Enterprise Council is composed of family leaders and trusted executives pursuing a long term view of their family enterprise.
The purpose of this council is to elevate the professional...
Owner/Operator Council '10 - May 2019
May 01 2019 to May 03 2019
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The FOX Owner/Operator '10 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...
Owner/Operator Council '16 - May 2019
May 06 2019 to May 08 2019
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The FOX Owner/Operator Council '16 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...
Executive Council '04 - March 2019
Mar 06 2019 to Mar 08 2019
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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...
Senior Management Council '19 - February 2019
Feb 27 2019 to Mar 01 2019
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The FOX Senior Management Council '19 is composed of managers just below the CEO level, of the largest, most sophisticated family offices in the U.S.The purpose of this council is to elevate the professional and personal performance...
Senior Management Council '10 - February 2019
Feb 25 2019 to Feb 27 2019
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The FOX Senior Management Council '10 is composed of managers just below the CEO level, of the largest, most sophisticated family offices in the U.S.The purpose of this council is to elevate the professional and personal performance...
Executive Council '14 - February 2019
Feb 06 2019 to Feb 08 2019
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The FOX Executive Council '14 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...
Family Learning & Experience Council - January 2019
Jan 29 2019 to Jan 30 2019
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The purpose of this council is to elevate the professional and personal performance of the participants. Participants will get peer advice, and learn from appropriate experts to improve their performance.
Each Council works from a...
Financial Executive Council - January 2019
Jan 23 2019 to Jan 24 2019
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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...
Senior Management Council - November 2018
Nov 13 2018 to Nov 15 2018
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The FOX Senior Management Council is composed of managers just below the CEO level, of the largest, most sophisticated family offices in the U.S.The purpose of this council is to elevate the professional and personal performance...
Owner/Operator Council '10 - November 2018
Nov 07 2018 to Nov 09 2018
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The FOX Owner/Operator '10 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...
Owner/Operator Council '16 - November 2018
Nov 05 2018 to Nov 07 2018
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The FOX Owner/Operator Council '16 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...
Executive Council '04 - October 2018
Oct 09 2018 to Oct 11 2018
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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...
Executive Council '14 - October 3-5 2018
Oct 03 2018 to Oct 05 2018
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The FOX Executive Council '14 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...
Americas Family Enterprise Council - October 2018
Oct 03 2018 to Oct 04 2018
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The FOX Family Enterprise Council is composed of family leaders and trusted executives pursuing a long term view of their family enterprise.
The purpose of this council is to elevate the professional and personal performance of...
Global Family Enterprise Council - September 27-28, 2018
Sep 27 2018 to Sep 28 2018
VIEW AGENDA >
PRINTABLE AGENDA >
The FOX Global Family Council is comprised of family office CEOs and wealth owners overseeing the most sophisticated multi-generational, multinational family offices.
The purpose of this council is to focus on...
Integrated Wealth Advisor Council - September 26-27, 2018
Sep 26 2018 to Sep 27 2018
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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...
Australia Family Enterprise Council September 2018
Sep 17 2018 to Sep 18 2018
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The FOX Family Enterprise Council is comprised of family leaders and trusted executives pursuing a long-term view of their enterprise. It provides a place where members can find a highly select group of peers with whom to help...
Family Learning and Experience Council - July 2018
Jul 25 2018 to Jul 26 2018
VIEW AGENDA >
The purpose of this council is to elevate the professional and personal performance of the participants. Participants will get peer advice, and learn from appropriate experts to improve their performance.
Each Council works from a...
Financial Executive Council - July 2018
Jul 16 2018 to Jul 17 2018
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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...
2018 Thought Leaders Council Summit
Jun 06 2018 to Jun 07 2018
As the pace of change accelerates and as risk interconnections deepen worldwide, how risk is defined and mitigated for the globe’s wealthiest families continues to dominate our member’s minds and the FOX thought leadership agenda. With this in mind...
Owner/Operator Council '10 - May 2018
May 09 2018 to May 11 2018
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The FOX Owner/Operator '10 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...
Owner/Operator Council '16 - May 2018
May 07 2018 to May 09 2018
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The FOX Owner/Operator Council '16 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...
Americas Family Enterprise Council - April 2018
Apr 25 2018 to Apr 26 2018
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The FOX Family Enterprise Council is composed of family leaders and trusted executives pursuing a long term view of their family enterprise.
The purpose of this council is to elevate the professional and personal performance of...
Integrated Wealth Advisor Council - March 21-22, 2018
Mar 21 2018 to Mar 22 2018
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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...
Executive Council '14 - March 2018
Mar 19 2018 to Mar 21 2018
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The FOX Executive Council '14 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...
Executive Council '04 - March 2018
Mar 14 2018 to Mar 16 2018
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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...
Multi-Family Office Council - March 7-8, 2018
Mar 07 2018 to Mar 08 2018
VIEW AGENDA >
Family Office Exchange is drawing together a group of leading Multi-Family Offices to discuss industry trends and common challenges.
Under discussion at this year's session will be “Talent, Teams, Client Experience: Strategies to...
Global Family Enterprise Council - March 2018
Mar 07 2018 to Mar 08 2018
VIEW AGENDA >
The FOX Global Family Council is comprised of family office CEOs and wealth owners overseeing the most sophisticated multi-generational, multinational family offices.
The purpose of this council is to focus on sustainability of the...
Australia Family Enterprise Council - March 2018
Mar 07 2018 to Mar 08 2018
VIEW AGENDA >
The FOX Family Enterprise Council is comprised of family leaders and trusted executives pursuing a long-term view of their enterprise. It provides a place where members can find a highly select group of peers with whom to help...
Senior Management Council - February 2018
Feb 26 2018 to Feb 28 2018
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The FOX Senior Management Council is composed of managers just below the CEO level, of the largest, most sophisticated family offices in the U.S.The purpose of this council is to elevate the professional and personal performance of...
Client Experience Council - January 17 - 18, 2018
Jan 17 2018 to Jan 18 2018
The FOX Client Experience 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...
Owner/Operator Council '16 - December 2017
Dec 05 2017 to Dec 07 2017
VIEW AGENDA >
The FOX Owner/Operator Council '16 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...
Americas Family Enterprise Council - November 2017
Nov 28 2017 to Nov 30 2017
VIEW AGENDA >
The FOX Family Enterprise Council is composed of family leaders and trusted executives pursuing a long term view of their family enterprise.
The purpose of this council is to elevate the professional and personal performance of...
Owner / Operator '10 Council, Nov. 8 - 10, 2017 - Dallas, TX
Nov 08 2017 to Nov 10 2017
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...
Executive Council '04, Oct. 11 - 13, 2017 - Dallas, TX
Oct 11 2017 to Oct 13 2017
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...
Executive Council '14 Oct. 2 - 4, 2017 - San Francisco, CA
Oct 02 2017 to Oct 03 2017
The FOX Executive Council '14 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...
Global Family Enterprise Council - Barcelona 2017
Sep 28 2017 to Sep 29 2017
The FOX Global Family Council is comprised of family office CEOs and wealth owners overseeing the most sophisticated multi-generational, multinational family offices.
The purpose of this council is to focus on sustainability of the family with...
Integrated Wealth Advisor Council - September 27-28, 2017
Sep 27 2017 to Sep 28 2017
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...
Southeast Family Enterprise Council - Nashville 2017
Sep 14 2017 to Sep 15 2017
The FOX Southeast Family Enterprise Council is composed of family members who directly oversee their family enterprise, with or without staff, working together to share insights and strategies.
The purpose of this council is to provide a...
Private Investor Council - New York 2017
Sep 13 2017
The FOX Private Investor Council is for...
Individuals and families with substantial assets that want to:
Gain greater insight and resources for evaluating investment opportunities
Meet regularly with an exclusive group of accomplished...
Australia Family Enterprise Council - Melbourne 2017
Aug 15 2017 to Aug 16 2017
The FOX Family Enterprise Council is comprised of family leaders and trusted executives pursuing a long-term view of their enterprise. It provides a place where members can find a highly select group of peers with whom to help define and refine...
Client Experience Council - July 2017 - Philadelphia, PA
Jul 25 2017 to Jul 26 2017
The FOX Client Experience 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...
Financial Executive Council - July 17-18, 2017 - Chicago, IL
Jul 17 2017 to Jul 18 2017
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...
Americas Family Enterprise Council - June 2017
Jun 26 2017 to Jun 28 2017
The FOX Family Enterprise Council is composed of family leaders and trusted executives pursuing a long term view of their family enterprise.
The purpose of this council is to elevate the professional and personal performance of these...
Strategic CIO Council - Q1 2017
Jun 12 2017
The FOX Strategic CIO Council is comprised of family office CEOs and CIOs committed to building multi-asset class portfolios that are constructed to consistently outperform traditional benchmarks. This is a carefully selected group of family offices...
2017 FOX Thought Leaders Council Summit
Jun 06 2017 to Jun 07 2017
True thought leadership emerges where knowledge and imagination intersect. With this in mind, we invite you to join us for the FOX Thought Leaders Council Summit meeting in New York on June 7, where you will collaborate with other leaders from key...
Owner/Operator '10 Council May 10 - 12, 2017
May 10 2017 to May 12 2017
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...
Owner/Operator Council '16 - May 2017
May 08 2017 to May 10 2017
The FOX Owner/Operator Council '16 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...
Private Investor Council - San Francisco
Apr 05 2017
The FOX Private Investor Council is for...
Individuals and families with substantial assets that want to:
Gain greater insight and resources for evaluating investment opportunities
Meet regularly with an exclusive group of accomplished...
Integrated Wealth Advisor Council - March 29-30, 2017
Mar 29 2017 to Mar 30 2017
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...
Global Family Enterprise Council - 22 & 23 March 2017
Mar 22 2017 to Mar 23 2017
The FOX Global Family Council is comprised of family office CEOs and wealth owners overseeing the most sophisticated multi-generational, multinational family offices.
The purpose of this council is to focus on sustainability of the family with...
Executive Council '04 March 20 - 22, 2017
Mar 20 2017 to Mar 22 2017
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...
Executive Council '14 March 15 - 17, 2017
Mar 15 2017 to Mar 17 2017
The FOX Executive Council '14 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...
Multi-Family Office Council - March 15-16, 2017
Mar 15 2017 to Mar 16 2017
Family Office Exchange is drawing together a group of leading Multi-Family Offices to discuss industry trends and common challenges.
Under discussion at this year's session will be “Talent, Teams, Client Experience: Strategies to Construct an...
Strategic CIO Council - Q4 2016
Mar 01 2017
The FOX Strategic CIO Council is comprised of family office CEOs and CIOs committed to building multi-asset class portfolios that are constructed to consistently outperform traditional benchmarks. This is a carefully selected group of family offices...
Senior Management Council Feb. 22 - 24, 2017
Feb 22 2017 to Feb 24 2017
The FOX Senior Management Council is composed of managers just below the CEO level, of the largest, most sophisticated family offices in the U.S.
The purpose of this council is to elevate the professional and personal performance of these...
Australia Family Enterprise Council - February 2017
Feb 08 2017 to Feb 09 2017
The FOX Family Enterprise Council is comprised of family leaders and trusted executives pursuing a long-term view of their enterprise. It provides a place where members can find a highly select group of peers with whom to help define and...
Client Experience Council Jan 24 - 25, 2017
Jan 24 2017 to Jan 25 2017
The FOX Client Experience 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...
Financial Executives Council Jan. 18-19, 2017
Jan 18 2017 to Jan 19 2017
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...
Owner/Operator Council '16 - December 2016
Dec 06 2016 to Dec 08 2016
The FOX Owner/Operator Council '16 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...
Strategic CIO Council - Q3 2016
Nov 30 2016
The FOX Strategic CIO Council is comprised of family office CEOs and CIOs committed to building multi-asset class portfolios that are constructed to consistently outperform traditional benchmarks. This is a carefully selected group of family offices...
Owner/Operator '10 Council Meeting - November 9 - 11, 2016
Nov 09 2016 to Nov 11 2016
The FOX Owner/Operator '10 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...
Executive Council '04 and '14 Joint Meeting - October 19 - 21, 2016
Oct 19 2016 to Oct 21 2016
The FOX Executive Council '14 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...
Senior Management Council - New York, NY
Sep 28 2016 to Sep 30 2016
The FOX Senior Management Council is composed of managers just below the CEO level, of the largest, most sophisticated family offices in the U.S.
The purpose of this council is to elevate the professional and personal performance of these...
Integrated Wealth Advisor Council - September 20-21, 2016
Sep 20 2016 to Sep 21 2016
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...
Private Investor Council - New York
Sep 14 2016
Cocktails and Dinner at 6 pm will follow the meeting.
The FOX Private Investor Council is for...
Individuals and families with substantial assets that want to:
Gain greater insight and resources for evaluating investment opportunities
Meet...
Global Family Council - London - 8-9 September
Sep 08 2016 to Sep 09 2016
The FOX Global Family Council is comprised of family office CEOs and wealth owners overseeing the most sophisticated multi-generational, multinational family offices.
The purpose of this council is to focus on sustainability of the family with...
Strategic CIO Council - Q2 2016
Aug 31 2016
The FOX Strategic CIO Council is comprised of family office CEOs and CIOs committed to building multi-asset class portfolios that are constructed to consistently outperform traditional benchmarks. This is a carefully selected group of family offices...
Family Enterprise Council - Australia & New Zealand
Aug 16 2016 to Aug 17 2016
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. ...
Client Experience Council - Boston, MA
Jul 26 2016 to Jul 27 2016
The FOX Client Experience 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...
Financial Executive Council - Chicago, IL
Jul 18 2016 to Jul 19 2016
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...
2016 Thought Leaders Council Summit
Jun 14 2016 to Jun 15 2016
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.
...
Owner/Operator Council '10 Meeting - Chicago May 2016
May 11 2016 to May 13 2016
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...
Owner/Operator Council '16 Meeting - May 2016
May 09 2016 to May 11 2016
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...
Integrated Wealth Advisor Council - March 15-16, 2016
Mar 15 2016 to Mar 16 2016
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...
Executive Council '04 - San Francisco, California
Mar 14 2016 to Mar 16 2016
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...
Multi-Family Office Council - March 9-10, 2016
Mar 09 2016 to Mar 10 2016
Family Office Exchange is drawing together a group of leading Multi-Family Offices to discuss industry trends and common challenges.
Under discussion at this year's session will be “Talent, Teams, Client Experience: Strategies to Construct an...
Family Enterprise Council – Australia and New Zealand - March 8-9
Mar 08 2016 to Mar 09 2016
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.
Senior Management Council - Jupiter, Florida
Feb 16 2016 to Feb 18 2016
The FOX Senior Management Council is composed of managers just below the CEO level, of the largest, most sophisticated family offices in the U.S.
The purpose of this council is to elevate the professional and personal performance of these...
Executive Council '14 - Jupiter, Florida
Feb 01 2016 to Feb 03 2016
The FOX Executive Council '14 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...
Client Experience Council - Jupiter, Florida
Jan 26 2016 to Jan 27 2016
The FOX Client Experience 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...
Financial Executive Council - Jupiter Florida
Jan 20 2016 to Jan 21 2016
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...
Canadian Executive Council Meeting - Toronto: DELAYED UNTIL Q1 2016
Nov 23 2015
The FOX Canadian Executive Council will be comprised of CEOs of the largest, most sophisticated multi-generational family offices in Canada, pursuing the best practices for complex family enterprises.
The purpose of this council is to elevate...
Executive Council '14 - November 9 - 11, 2015
Nov 09 2015 to Nov 11 2015
The FOX Executive Council '14 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...
Owner/Operator Council Meeting - November 2 - 4, 2015
Nov 02 2015 to Nov 04 2015
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...
Senior Management Council - Nashville, TN - October 2015
Oct 26 2015 to Oct 28 2015
The FOX Senior Management Council is composed of managers just below the CEO level, of the largest, most sophisticated family offices in the U.S.
The purpose of this council is to elevate the professional and personal performance of these...
Global Family Council - Toronto Ontario Canada - October 1-2
Oct 01 2015 to Oct 02 2015
The FOX Global Family Council is comprised of Family Office CEOs and wealth owners overseeing
the most sophisticated multi-generational, multinational family offices.
The purpose of this council is to focus on sustainability of the family with...
Executive Council 04 - Toronto Ontario Canada - September 29 - October 1
Sep 29 2015 to Oct 01 2015
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...
2015 Integrated Wealth Advisor Council - U.S. - September
Sep 16 2015 to Sep 17 2015
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...
Owner/Operator Council Meeting - New York - September 8 & 9, 2015
Sep 08 2015 to Sep 09 2015
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...
2015 Family Enterprise Council - Australia - August 18-19
Aug 18 2015 to Aug 19 2015
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.
Dinner...
Financial Executive Council - Chicago, IL
Jul 20 2015 to Jul 21 2015
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...
2015 Thought Leaders Council Summit
Jun 23 2015 to Jun 24 2015
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.
...
Client Service Council Meeting - New York - June 17 & 18
Jun 17 2015 to Jun 18 2015
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...
2015 Wealth Advisor Council - EU - March 27
Mar 27 2015
The fourth meeting of the Wealth Advisor Council will convene in London, to discuss an agenda built to match the needs of participants.
For more information contact Alexander Hayward, at ahayward@familyoffice.com
Global Family Council - London - March 2015
Mar 25 2015 to Mar 26 2015
This private peer group of multigenerational families will meet.
If you have questions, please contact Alexander Hayward
2015 Multi-Family Office Council - March 18-19
Mar 18 2015 to Mar 19 2015
Family Office Exchange is drawing together a group of leading Multi-Family Offices to discuss industry trends and common challenges.
Under discussion at this year's session will be “Talent, Teams, Client Experience: Strategies to Construct an...
2015 Wealth Advisor Council - U.S. - March
Mar 17 2015 to Mar 18 2015
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...
Executive Council '04 - Ft. Lauderdale, FL
Mar 10 2015 to Mar 12 2015
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...
Senior Management Council - Miami Beach, FL - March 2015
Mar 03 2015 to Mar 05 2015
The FOX Senior Management Council is composed of managers just below the CEO level, of the largest, most sophisticated family offices in the U.S.
The purpose of this council is to elevate the professional and personal performance of these...
Wealth Advisor Council - Australia - February 27
Feb 27 2015
The purpose of this Council is to prepare wealth advisory firms for profitable growth by providing peer insights, investigate the drivers of success for integrated wealth advisors globally, and clearly articulate the needs of the ultra-high-net-...
Family Enterprise Council - Australia - February 2015
Feb 24 2015 to Feb 25 2015
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. ...
Executive Council '14 - Scottsdale, Arizona
Feb 09 2015 to Feb 11 2015
Financial Executive Council - Nashville, Tennessee
Jan 29 2015 to Jan 30 2015
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...
Owner/Operator Council Meeting - Salt Lake City
Jan 12 2015 to Jan 13 2015
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...
Senior Management Council Meeting - San Francisco - November 2014
Nov 05 2014 to Nov 06 2014
Executive Council '04 - Seattle - October 7 & 8
Oct 07 2014 to Oct 08 2014
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...
Wealth Advisor Council - London
Oct 03 2014
The third meeting of the Wealth Advisor Council will convene in London, to discuss an agenda built to match the needs of participants.
For more information contact Alexander Hayward, at ahayward@familyoffice.com
Wealth Advisor Council - London
Oct 03 2014
The third meeting of the Wealth Advisor Council will convene in London, to discuss an agenda built to match the needs of participants.
Please contact Alex Hayward, ahayward@familyoffice.com for more details.
Global Family Council - Barcelona September 2014
Sep 30 2014 to Oct 01 2014
This private peer group of multigenerational families will meet for its 15th meeting in Barcelona.
More information and agenda will follow soon. If you have questions, please contact Alexander Hayward
Wealth Advisor Council - US - September 11
Sep 11 2014
The purpose of this council is to prepare wealth advisory firms for profitable growth by providing peer insights, investigate the drivers of success for integrated wealth advisors globally, and clearly articulate the needs of the ultra-high-net-...
Executive Council '14 - San Francisco - September 8 & 9
Sep 08 2014 to Sep 09 2014
Family Enterprise Council - Australia - August 13
Aug 13 2014
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.
Wealth Advisor Council - Australia - August 12
Aug 12 2014
The purpose of this council is to prepare wealth advisory firms for profitable growth by providing peer insights, investigate the drivers of success for integrated wealth advisors globally, and clearly articulate the needs of the ultra-high-net-...
Thought Leaders Council Summit
Jul 21 2014 to Jul 22 2014
Join us at the University Club for the annual gathering of the FOX Thought Leader Council at our annual Summit. This gathering offers an opportunity for our thought leaders to contribute their strategic thinking to an area of research FOX is...
Financial Executive Council, Chicago July 2014
Jul 21 2014 to Jul 22 2014
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...
Investment Council Meeting - New York - June 11th & 12th
Jun 11 2014 to Jun 12 2014
Council Dinner to be held on the evening June 11
Full day meeting on June 12th.
This meeting will feature great outside resources as well as peer exchange among participants. The meeting, as usual will cover among other topics: Asset manager...
Owner/Operator Council Meeting - Chicago - May 6th & 7th
May 05 2014 to May 07 2014
The Owner/Operator Council Meeting, held in Chicago on May 6th and May 7th, will be highlighted by an exciting educational program for Owner/Operator Council members and their guests. Sessions include:
An Introduction to Values - Identifying...
Global Family Council - Paris April 2014
Apr 10 2014 to Apr 11 2014
SAVE THE DATE
Note: Registration is not available on-line. To register please contact Alexander Hayward
Wealth Advisor Council - Paris
Apr 08 2014
The purpose of this Council is to rapidly prepare wealth advisory firms for profitable growth by providing peer insights, clear articulation of the needs of the target audience, and informed analysis of the drivers of success for integrated wealth...
Senior Management Council - Florida, March 2014
Mar 05 2014 to Mar 07 2014
Executive Council '04 - Sarasota, FL February 2014
Feb 26 2014 to Feb 28 2014
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...
FOX Executive Council '14, Tampa, FL, February 2014
Feb 26 2014 to Feb 28 2014
Financial Executive Council, Florida January 2014
Jan 30 2014 to Jan 31 2014
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...
Owner/Operator Council Meeting - California, November 2013
Nov 14 2013 to Nov 15 2013
The Owner/Operator Council Meeting is for Owner/Operator Council members and invited guests who are Family members who oversee the operation of their family's office.
Oct 01 2013 to Oct 02 2013
The Investment Council Meeting is for Investment Council Members and invited guests who are Executives and Owners responsible for overseeing the family investment program.
Global Family Council - London September 2013
Sep 24 2013 to Sep 25 2013
SAVE THE DATE
Hold September 24-25 for the next Global Family Council meeting in London.
This Group of 20 multi-generational, multi-jurisdictional family offices meets twice a year for a closed two-day meeting, based on an agenda built around their...
Senior Management Council Meeting - September 2013
Sep 17 2013 to Sep 18 2013
Executive Council '04 - Philadelphia, September 2013
Sep 10 2013 to Sep 12 2013
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...
Aug 26 2013 to Aug 27 2013
The Business Owner Council is open to Business Owner Council members and invited guests who are Family Office Executives managing a family office for a family that still owns the core business.
Financial Executive Council (FEC), Chicago July 2013
Jul 16 2013 to Jul 17 2013
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...
Owner/Operator Council Meeting - Nevada May 2013
May 20 2013 to May 22 2013
The Owner/Operator Council is geared towards family members who oversee the operation of their family's office.
Owner/Operator Council Meetings are by invitation only.
Global Family Council, London March 2013
Mar 21 2013 to Mar 22 2013
Please reply to Alex Hayward, Relationship Manager, at ahayward@familyoffice.com if you would like to attend.
Executive Council '04 - New York, March 2013
Mar 18 2013 to Mar 20 2013
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...
Financial Executive Council, Arizona March 2013
Mar 03 2013 to Mar 04 2013
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...
Senior Management Council - Las Vegas, March 2013
Feb 27 2013 to Mar 01 2013
Owner/Operator Council Meeting - Texas, November 2012
Nov 14 2012 to Nov 15 2012
The Owner/Operator Council is geared towards family members who oversee the operation of their family's office.Owner/Operator Council Meetings are by invitation only.
Oct 17 2012 to Oct 18 2012
The Investment Council is for executives and owners responsible for overseeing the family investment program.
Investment Council Meetings are by invitation only.
Oct 02 2012 to Oct 03 2012
Dr. David Young, chairman of Oxford Analytica and former Special Assistant to U.S. Secretary of State Henry Kissinger will discuss what looms over the horizon in world affairs and the implications for the preservation and growth of wealth. A...
Sep 19 2012 to Sep 20 2012
The Executive Council is ideal for family office CEOs overseeing U.S. multi-generational family offices.
Invitation to Executive Council Meetings are by invitation only.
Senior Management Council - Ohio, September 2012
Sep 12 2012 to Sep 13 2012
The Senior Management Council concentrates on family office COOs and experienced executives overseeing U.S. multi-generational family offices Senior Management Council meetings are by invitation only.
Business Owner Council Meeting
Aug 20 2012 to Aug 21 2012
Family office executives managing a family office for a family that still owns the core business is the focus of the Business Owner Council. Business Owner Council meetings are by invitation only.
Financial Executive Council Meeting
Jul 17 2012 to Jul 18 2012
The Financial Executive Council is for Family Office Financial Executives (CFOs, Controllers, Tax Managers) in a family office.
Financial Executive Council Meetings are by invitation only.
Thought Leaders Council Summit
May 22 2012
The goal for this summit is to identify how families organize themselves for a longer-term perspective of their wealth and how they reinforce their goals with their key advisors, ensuring alignment of views and proper accountability for outcomes...
Owner/Operator Council Meeting - New York, May 2012
May 16 2012 to May 17 2012
The Owner/Operator Council is geared towards family members who oversee the operation of their family's office. Owner/Operator Council Meetings are by invitation only.
May 14 2012 to May 15 2012
The Investment Council is for executives and owners responsible for overseeing the family investment program. Investment Council Meetings are by invitation only.