2020 FOX Family Office Forum

Agenda | Presenters | SponsorsFAQs

Overview

Join your family office peers at the 2020 FOX Family Office Forum™. This year, more than ever, you’ll want to take advantage of the chance to learn how other family offices are addressing the swiftly churning talent, technology, and teaming tides.

Our three-day program will bring together CEOs, CFOs, COOs, senior managers, HR managers, technology heads, and family members to discuss topics such as: your evolving client, family office technology, sourcing and managing talent, what’s new in trust and estate planning, and building your external advisor team. We invite you—and every member of your office—to join discussions about the common challenges family office leaders are actively addressing.

 

Who Should Attend

All FOX Members, including Family Office Executives and Advisors, are encouraged to attend this year’s forum. There is no limit on attendance per member firm.

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 5 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 latest developments and solutions in talent, technology, trust and estate planning, family learning, as well as insights into building a proper advisor ecosystem.

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


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.