2018 FOX Rising Gen

Advisory Board and Presenters | Agenda | Venue & Accommodations


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 not alone.

Family Office Exchange (FOX) is creating a new community for members of the Rising Generation to help connect you with people, like yourself, who are next generation members of financial families in their 20s, 30s, and 40s, and are facing similar challenges and similar opportunities.

The FOX Rising Gen™ is not a social club, but an opportunity to expand your knowledge about the things you want to learn about family wealth as it applies to your life. It is an opportunity for learning and discovery. We expect that you will form lasting relationships with people who are uniquely able to understand your point of view and that you will have fun with in the process.

In addition to connecting you with close peers, FOX brings to the table 25 years of experience, a rich content library, and relationships with a broad network of experts.

For our inaugural meeting on Friday evening of April 20 and Saturday, April 21, we have prepared an agenda based on input from our advisory board of Rising Generation family members.

If all this sounds good to you, we hope to see you in Chicago for the inaugural meeting of the FOX Rising Generation. We look forward to meeting you and seeing the FOX Rising Gen take shape. You will leave with a network of people like yourself and a number of insights into issues you have probably been thinking about.

Spouses, partners, and significant others are encouraged to register as an integral part of the program.

You will be offered the option to sign-up for Rising Gen and the Global Owners Forum during registration.

Registration for the FOX Rising Gen is open to family members in their 20s, 30s, and 40s who are aspiring leaders within their family's enterprise. All 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 4 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 be able to identify the various roles of an enterprise family, understand how to establish a unified family vision, plan for succession, and prepare the rising generations.
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.