Integrated Wealth Advisor Council - September 26-27, 2018

Sep 26 2018 to Sep 27 2018

VIEW AGENDA > 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...

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...

Americas Family Enterprise Council - October 2018

Oct 03 2018 to Oct 04 2018

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...

Executive Council '14 - October 2018

Oct 03 2018 to Oct 05 2018

VIEW AGENDA > 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 - October 2018

Oct 09 2018 to Oct 11 2018

VIEW AGENDA > 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...

Owner/Operator Council '16 - November 2018

Nov 05 2018 to Nov 07 2018

  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 of...

Owner/Operator Council '10 - November 2018

Nov 07 2018 to Nov 09 2018

    VIEW AGENDA > 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...

Senior Management Council - November 2018

Nov 13 2018 to Nov 15 2018

  VIEW AGENDA > 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...

Australia Family Enterprise Council September 2018

Sep 17 2018 to Sep 18 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...

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

VIEW AGENDA > 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

VIEW AGENDA > 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

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 of...

Americas Family Enterprise Council - April 2018

Apr 25 2018 to Apr 26 2018

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...

Integrated Wealth Advisor Council - March 21-22, 2018

Mar 21 2018 to Mar 22 2018

VIEW AGENDA > 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

VIEW AGENDA > 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

VIEW AGENDA > 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

VIEW AGENDA > 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. ...

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...

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-...

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...

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...

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.

Investment Council Meeting

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...

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...

Business Owner Council

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...

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.

Investment Council Meeting

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.

Global Family Council Meeting

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...

Executive Council Meeting

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.

Investment Council Meeting

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.