2020 FOX Family Forum

Agenda | Presenters | Sponsors | FAQs

Overview

October 27: Reserved for Families, Single Family Offices, and the FOX Thought Leaders Council 
October 28-29: Open to all FOX members

If 2020 has taught us anything, it’s that procrastination is a luxury we can no longer afford. Unlike the 2008 financial crisis, the risks 2020 has laid bare are proving more significant. In response, we are taking this opportunity to look forward. What are the changes we need to make to ensure family engagement, commitment, and financial stability?

At the 2020 FOX Family Forum, family members, office executives, and their trusted advisors will hear how other families have built plans to achieve positive change and successfully transition to future generations. You’ll come away with ideas, tools, and frameworks to help you map out next steps on the road to being a positive and productive enterprise for the long term.

“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.”
- 2018 Forum Attendee

Who Should Attend?

There is no limit on attendance per member firm at this year’s virtual forum. All FOX Members, including family members, family office executives and advisors, are encouraged to experience this year’s virtual forum. All registrations subject to approval by FOX.

 

CPE Credit Information for the FOX Family Forum:

Field of Study: Finance - Up to 8 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 insights and best practices into building and maintaining a successful family enterprise, philanthropy, family office strategies, investment considerations, family learning, and the future of the industry’s technology.

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.

Registrations are subject to approval by FOX.

Cancellation Details: All cancellations must be made in writing to Family Office Exchange at events@familyoffice.comFor more information regarding administrative policies please contact FOX office at: 312.327.1200.