2018 FOX Fall Enterprise Forum


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 the tools to identify innovative possibilities and to pursue them.

At this year’s FOX Fall Enterprise Forum, you will hear from families who have taken a purposeful approach to building resilient enterprise families. You will learn from industry experts as they outline macro trends and frameworks for identifying opportunities in uncertainty. You can also join your peers in reviewing best practices and strategies that families have employed to become their own change agents in building adaptable and robust enterprise families.

Watch: What to Expect at the Forum


“It is a great way to learn and network with other individuals and families who share in the same common struggles and triumphs. It is respectful, confidential and a great way to have many of your needs and answers addressed.”
- 2017 Forum Attendee


Who Should Attend?

Registration for the FOX Fall Enterprise Forum is open to family members, family office executives, and trusted advisors. All registrations subject to approval by FOX.


Family Members, Ages 20-45, are invited to join their peers to learn, share experiences, and develop leadership skills at the FOX Rising Gen Forum taking place on October 21-22.  Please click the image below for more information.


Registrations are subject to approval by FOX.

REFUND POLICY: For event registrations, refunds of payment or forum allotments will be offered if the cancellation is made in writing to Family Office Exchange at events@familyoffice.com five (5) or more business days prior to the start of the event. For more information regarding administrative policies please contact FOX office at: 312.327.1200.

Field of Study: Finance - Up to 11 CPE credits can be earned by attending this event. CPE credits are accepted at the option of state certifying boards. Requirements, compliance procedures and acceptance may vary by state. Learning Objectives: Upon completion of the program, participants will gain an understanding of the macroeconomic outlook for investment markets, the opportunities and risks in a
volatile investment environment, an examination of cryptocurrencies, and unique perspectives on asset allocation and portfolio strategy from both a private equity entrepreneur and an institutional investor.

Program Level: Overview | No prerequisites are required for any of the sessions. | Delivery Method: Group Live Program

Family Office Exchange is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.