2020 FOX Rising Gen Spring Forum - Postponed

Agenda | Presenters | Venue & Accommodations


Out of an abundance of caution related to global concerns about coronavirus (COVID-19), we have made the decision to postpone some of our upcoming FOX learning programs. The health and safety of our members and employees is of utmost importance. We will follow-up with additional details when new dates have been determined for the postponed programs.

The 2020 FOX Rising Gen Spring Forum is an opportunity for family members in their 20’s, 30’s, and 40’s to meet, build relationships, and have authentic conversations with peers in similar situations. Participants learn, make genuine connections, and explore best practices in navigating the unique challenges facing wealthy families.

Who Should Attend

Registration for the FOX Rising Gen Spring Forum is open to family members in their 20’s, 30’s and 40’s, who are aspiring leaders within their family's enterprise. All registrations are subject to approval by FOX.



The FOX Rising Gen Spring Forum offers an interactive and engaging environment to focus on thought-provoking topics:

  • Understand how one family member turned his curiosity and passion for exploration into OceanGate, a company that builds deep ocean submersibles and offers a chance to take an expedition of a lifetime.
  • Hear from different families how they approach entrepreneurship, building businesses, and their secrets to success.
  • Explore what it means to “fail forward.” We will hear lessons learned from family members, examine our own attitudes toward risk and failure, and see what it means to embrace failure as one of the best tools for learning, and a key to success.
  • Dive into the concept of resiliency, and what it takes to recover when something doesn’t go the way you’ve planned.
  • Learn from a well-regarded investment consulting firm about the risks and rewards of investing in newer alternative assets like cryptocurrency, cannabis, and technology.

Registrations are subject to approval by FOX. For family members in their 20s, 30s, and 40s, who are aspiring leaders within their family enterprise.

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 2 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 insight directly from peers as they share their successes, failures, and best practices in navigating the unique challenges facing rising generation members of ultra-wealthy families.

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.