2019 FOX Family Office Forum

Agenda | Exhibitors Presenters | Tech Demo ProvidersVenue & 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 2019 FOX Family Office ForumTM brings together CEOs, HR managers, technology heads, and financial executives to focus on practical approaches to the many trends and issues affecting families and family office executives. In this exciting program, we will hear from leading experts in developing leaders in both the family and family office, explore the latest issues in cybersecurity and understand the family office role in preparing families for transition.

As a family office executive, you are often called upon to address complexity in the form of difficult family dynamics, talent management, legislation, and technology developments, all while successfully navigating change both in and around your office.

Taking a purposeful approach can sometimes seem elusive, which is why learning from and building relationships with your peers is more important than ever. We invite you to join us to discuss common challenges that leaders are actively addressing within their family offices in order to better prepare for what’s ahead.

This forum is ideal for any executive that works within a family office, including: CEOs, CFOs, COOs, senior managers, HR managers, technology heads, and more.

  • Discover trends and insights that are top of mind for family office executives.
  • Understand new developments in automation to help family offices work smarter.
  • Explore estate planning considerations for the modern family.
  • Stay up-to-date on the latest technology through demonstrations by numerous leading providers.
  • There will also be in-person gatherings for the FOX Family Learning, Human Capital, and Technology Operations & Data Security Networks.


 Watch: What to Expect at the Family Office Forum

Online registration for the 2019 FOX Family Office Forum is now closed.  If you are interested in attending, please contact us directly at events@familyoffice.com, or via phone at 312.327.1221.

Field of Study: Finance - Up to 5 CPE credits can be earned from the Forum. 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, taxes, estate planning, business structures, family learning, elder care, 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.