Forums

2018 FOX Rising Gen Forum

Chicago, IL | Oct 21 2018 to Oct 22 2018

Please join us for our second FOX Rising Gen Forum in Chicago on October 21 and 22. This community was created to help connect you with people, like yourself, looking for an opportunity to learn, share experiences, and develop skills as leaders within your families.At FOX, we have found that a...

2018 FOX Fall Enterprise Forum

Chicago, IL | Oct 22 2018 to Oct 24 2018

In periods of rapid change, the risks can sometimes seem overwhelming -- whether geopolitics, industry and market disruption, technological change, or cybersecurity concerns. However, one of the unanticipated benefits of change is the silver lining of new opportunities. The key to success is having...

2018 FOX Autumn Global Investment Forum

New York, NY | Sep 13 2018

The FOX Autumn Global Investment Forum™ brings together the most sophisticated investors of private capital across the FOX community, as they consider the challenges involved in investing as volatility returns to the markets. We will address the...

2018 FOX Family Office Forum

Chicago, IL | Jul 17 2018 to Jul 19 2018

The FOX Financial Executives Forum now has a new name: The FOX Family Office Forum.   Anyone who has attended recently knows that the scope of the conference expanded beyond only financial executives long ago. The topics and the peer network now...

2018 FOX Wealth Advisor Forum

Chicago, IL | May 16 2018 to May 17 2018

This year’s FOX Wealth Advisor Forum™ will focus on practical, business-building approaches to the many trends and issues affecting advisors to the ultra-wealthy. We will offer methods to address the accelerating innovations in investment technology...

2018 FOX Rising Gen

Chicago, IL | Apr 20 2018 to Apr 21 2018

Popular wisdom says that money solves everything. But the truth is that living with family wealth is complicated. As the family tree starts to branch out, it gets more complicated. The good news is that while you and your family are unique, you are...

2018 FOX Global Owners Forum

Chicago, IL | Apr 19 2018 to Apr 20 2018

The FOX Global Owners Forum™ attracts family members from around the world. It is programmed exclusively for the owners of family enterprises. It is a place where owners can be together with their true peers in an energizing learning and sharing...

2018 FOX Spring Global Investment Forum

San Francisco, CA | Mar 13 2018

The FOX Spring Global Investment Forum™ brings together the most sophisticated investors of private capital across the FOX community. Private investors face increasing challenges investing long-term capital in this time of significant disruption....

2017 FOX Fall Forum

Chicago, IL | Oct 23 2017 to Oct 25 2017

Family Journeys: Traveling With Intention As we travel through life, the people we meet, the things we learn, and the goals we set influence our paths. The experiences we collect along the way and the stories we tell about them connect our past to...

2017 FOX Autumn Global Investment Forum

New York, NY | Sep 12 2017

The FOX Autumn Global Investment Forum™ brings together the most sophisticated investors of private capital across the FOX community. The Forum will address investors’ uncertainty resulting from today’s shifting interest rate environment and the...

2017 FOX Financial Executives Forum

Chicago, IL | Jul 18 2017 to Jul 19 2017

Catch up on the latest developments in technology, insurance, taxes, security, and family office processes at the 2017 FOX Financial Executives Forum. Review solutions that can solve unique family office challenges from top Fintech providers...

Cancelled due to Weather - 2017 Michael Brink Memorial Golf Outing

The Glen View Club | May 02 2017

**Please note that due to weather and the resulting course conditions, the Golf Outing has been cancelled.**      We hope you will be able to join our wealth advisor members and FOX staff for a game of golf, networking and fellowship followed by the...

2017 FOX Wealth Advisor Forum

Chicago, IL | May 02 2017 to May 04 2017

The wealth advisor business is in the throes of unprecedented change. This year’s FOX Wealth Advisor Forum™ will explore the trends and transformations that are disrupting “business as usual” and requiring significant reassessment of how advisors do...

2017 FOX Spring Global Investment Forum

San Francisco, CA | Apr 04 2017

The FOX Spring Global Investment Forum™ brings together the most sophisticated investors of private capital across the FOX community to address the pivotal investment issues of today.While recognizing the important distinctions between institutional...

2017 FOX Global Owners Forum

Palm Beach, FL | Mar 02 2017 to Mar 03 2017

The FOX Global Owners Forum™ returns in March 2017 to guide families on their enterprise journey. This event is programmed specifically for family members. This is a unique opportunity for family members to meet with members of families like...

FOX Fall Forum 2016

Chicago, IL | Nov 02 2016 to Nov 04 2016

Agenda | Exhibitors | Presenters | Venue & Accommodations | Materials  Family members, family office executives, and advisors to families all may have the opportunity to partner with one another at various points in the history of a family....

FOX Autumn Global Investment Forum 2016

New York, NY | Sep 15 2016

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

FOX Financial Executives Forum 2016

Chicago, IL | Jul 19 2016 to Jul 20 2016

The FOX Financial Executives Forum is the industry’s premier event for critical family office updates and best practices. It’s the place to stay sharp and ensure that you are providing your family clients highest-quality service and advice.    Join...

FOX Wealth Advisor Forum 2016

Coral Gables, FL | May 03 2016 to May 05 2016

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

FOX Spring Global Investment Forum 2016

New York, NY | Apr 06 2016

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

2016 Private Family Trust Company Symposium

| Feb 10 2016

Symposium - For Those Currently Operating a PFTC  Examines how to maximize a PFTC’s potential for meeting a family’s needs and aspirations. Sessions will address strategies families can implement in the areas of:  Achieving goals Risk assessment...

2016 Private Family Trust Company Workshop and Symposium

| Feb 09 2016 to Feb 10 2016

Tuesday, February 9, 2016 Assessing Impact, Creating and Operating a PFTC Pre-Symposium Workshop - For Those Exploring Forming a PFTC As a family considers whether a PFTC would be the best trustee to make discretionary decisions on how their wealth...

2015 FOX Global Owners Forum

Coral Gables, FL | Dec 01 2015 to Dec 02 2015

  FOX proudly presents this new forum exclusively for family leaders.   The 2015 FOX Global Owners Forum is a unique opportunity for family leaders to meet with fellow wealth owners to discuss their experiences and challenges in guiding...

2015 FOX Fall Forum

Chicago, IL | Oct 21 2015 to Oct 23 2015

Seeking ways to keep all family members interested and involved in family matters is a key objective of most family offices. This year’s FOX Fall Forum provides a broad array of new ideas and skills to enrich the delivery of service and strengthen...

2015 FOX Global Investment Forum

New York, NY | Sep 10 2015

  Purpose of the Forum: The 2015 FOX Global Investment Forum will foster smart, investment focused conversations among peers on trends, opportunities, processes, and best practices for multi-generation families with an educational slant and...

2015 FOX Financial Executives Forum

Chicago, IL | Jul 21 2015 to Jul 22 2015

The FOX Financial Executives Forum is the premier event for critical family office updates and best practices. It’s the place to stay sharp and ensure that you are providing your family clients highest-quality service and advice.    Join your peers...

2015 Michael Brink Memorial Golf Outing

Biltmore Golf Course, Coral Gables, FL | Apr 27 2015

We hope you will be able to join our wealth advisor members and FOX staff for a game of golf, networking and fellowship followed by refreshments and a casual dinner.   The cost is $295.00 per person. This includes box lunch, golf, cart, practice...

2015 Wealth Advisor Forum

Coral Gables, FL | Apr 27 2015 to Apr 29 2015

An advisor is the catalyst, the visionary, and the person making things happen in the client’s integrated wealth plan. Every advisor has to do their part in order to build long-term family wealth and sustainability. To build a successful integrated...

2014 FOX Fall Forum

Chicago, IL | Oct 28 2014 to Oct 30 2014

When we founded Family Office Exchange 25 years ago, private families had no standards for managing multi-generational wealth. Today, it’s customary to sustain family wealth through single and multi-family offices, and providing integrated and...

2014 Financial Executives Forum

Chicago, IL | Jul 22 2014 to Jul 23 2014

The FOX Financial Executives Forum is the premier event for critical family office updates and best practices. It’s the place to stay sharp and ensure that you are providing your family clients highest-quality service and advice.    Join your peers...

2014 Wealth Advisor Forum

Chicago, IL | Apr 23 2014 to Apr 25 2014

Advisors should plan to join us for the Wealth Advisor Forum, this year for an in-depth look at the issues that promote success in the private wealth management industry over the next decade.   As Family Office Exchange reflects on the past 25 years...

Michael Brink Memorial Golf Outing

The Glen Club, Glenview Illinois | Apr 23 2014

Fee of $250/pp includes lunch, golf, unlimited use of practice facility, cart, bag handling and locker service, halfway house and beverage cart service during golf and bus transportation from the Fairmont Chicago to The Glen Club and return...

2013 FOX Fall Forum

Chicago, IL | Oct 28 2013 to Oct 30 2013

Agenda / Materials / Speakers / Sponsors Fifty years ago a hypothesis was presented to the New York Academy of Science. The theory stated “A butterfly could flap its wings and set molecules of air in motion which would move other molecules of air in...

2013 FOX Financial Executives Forum

Chicago, IL | Jul 17 2013 to Jul 18 2013

The FOX Financial Executives Forum is the premier event for critical family office updates and best practices. It’s the place to stay sharp and ensure that you are providing your family clients the highest-quality service and advice.  Join us July...

2013 FOX Wealth Advisor Forum

Miami, FL | Apr 30 2013 to May 02 2013

Join us May 1- May 2 at the Biltmore in Coral Gables, Florida, for an in-depth look at the issues that promote success in the private wealth management industry over the next decade.  From hearing the latest FOX research on areas of growth, pricing...

2012 FOX Fall Forum

Chicago, IL | Oct 24 2012 to Oct 25 2012

Agenda / Materials / Speakers / Sponsors The strength of any membership organization is its members. FOX is a place for people to ask questions, to share ideas and benefit from the knowledge we’ve collected during the more than 20 years of serving...

FOX Financial Executives Forum 2012

Chicago, IL | Jul 18 2012 to Jul 19 2012

The FOX Financial Executives Forum is where financial executives meet for an annual update on industry developments and best practices. It’s the place to stay sharp and ensure that your office is delivering service and advice that is the best for...