2018 FOX Family Office Forum

Agenda | Presenters | Tech Demo Providers | Venue & Accommodations | Materials

Insights & Takeaways

Read a recap of key insights and takeaways taken from the sessions at this year's Forum.

View Forum Recap


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 include CEOs, HR managers, technology heads, as well as financial executives. Our new name clarifies that this is a gathering for all family office executives.
The Forum will cover how families are approaching implementation of the new tax and estate regulations, provide an overview of how families should think about the selection of new technology, include demonstrations by numerous leading technology providers, and offer break-out sessions about creating an effective team in your family office, the various iterations of a virtual office as well as the lessons learned, and considerations for converting business structures.
As always, there will be the annual in-person gatherings of the Human Capital and Technology Operations and Data Security Networks. The Forum will be centrally located in Chicago at the Swissotel on July 17-18, 2018.
A Bonus Workshop

This year, the FOX Family Office Forum will be followed by a special new workshop focused on the physical, personal, and cyber security risks our families face today—the FOX Family Security Workshop.

This workshop is included for anyone registered for the FOX Family Office Forum and will conclude with lunch on July 19. Advance registration is required and must be indicated while registering for the Family Office Forum. To register for the Workshop only, please go to the FOX Family Security Workshop page


Field of Study: Finance - Up to 3.5 CPE credits can be earned from the Forum, and up to an additional 7 CPE from the Workshop. CPE credits are accepted at the option of state certifying boards. Requirements, compliance procedures and acceptance may vary by state.
Program Level: Overview | No prerequisites are required for any of the sessions. | Delivery Method: Group Live Program
Learning Objectives: Upon completion of the program, participants will be able to identify the latest developments and solutions in technology, insurance, taxes, risk, business structures, team building, security, and family office business processes.

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.


Please note that a discount may be available to additional paid attendees from your firm.  Contact Family Office Exchange via phone at 312.327.1221 or email events@familyoffice.com to receive the additional paid attendee coupon code. 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.