2021 FOX Family Forum

Overview

October 26: Reserved for Family Members, Family Office Executives, and FOX Thought Leader Council Members
October 27-28: Open to all FOX Members

At the 2021 FOX Family Forum, family members, office executives, and their trusted advisors will hear how other families have achieved positive change and successfully transitioned to future generations. Attendees will come away with ideas, tools, and frameworks to help identify the next steps that lead to being a positive and productive enterprise for the future.

 

Preliminary Agenda

October 26: 9:00 am – 4:00 pm. Followed by Dinner.
Reserved for Family Members, Family Office Executives, and FOX Thought Leader Council Members

We Need to Talk: The Hidden Impact of Wealth
Own It: How to Develop a Family Enterprise Mindset
Navigating Challenges of Mental Wellbeing and the Impact on the Family System

Deep-dive Seminars:
Planning for Leadership Succession in the Family and Family Office
Case Studies on Family Office Trends and Issues
Family Challenges Related to Mental and Physical Wellbeing

October 27: 9:00 am – 4:00 pm. Followed by Dinner.
Open to all FOX Members

Family Evolution Over Generations: Caroline Hunt’s Family Enterprise
Purposeful Strategic Planning: A Case Study
Trends in Family Priorities and the Impact on Family Offices

Breakout sessions:
Best Practices for Business Dividend and Employment Policies
Defining Philanthropic Impact for the Future
Benefits of Age-Appropriate Learning Strategies
Developing Plans for New Liquidity – What You Might Not Know
Diversity and Inclusion – What it Means in Our Industry

Plus join your peers in engaging dialogue sessions

October 28: 9:00 am –1:00 pm.
Open to all FOX Members

New Frontier Investment Opportunities
Competing Against Institutional Capital for Direct Investments
Intelligent Family Offices – Changing our Way of Thinking and Operating
 

Who Should Attend?

  • FOX members, including family members, family office executives and advisors, are encouraged to experience this forum.
  • Please note that event credits or a registration fee will be required to attend in-person.
  • For questions regarding in-person attendance eligibility please contact your relationship manager.
  • All FOX members may attend virtually, with unlimited attendees from your firm.
  • Please note qualified non-member prospects can virtually attend this event. Please contact FOX for more information.

Venue and Accommodations

J.W. Marriott Chicago
151 West Adams Street
Chicago, IL 60603

Guest rooms are available for a rate of $329 plus applicable taxes. Reservations may be made at this LINK or by calling 1-866-270-6430 and mentioning the "Family Office Exchange." This special rate will be valid, subject to room availability, until October 3, 2021.

 

Notify Me When Registration Opens:
 

 

 

CPE Credit Information for the FOX Family Forum:

Field of Study: TBD - Up to TBD 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: TBD

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

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.