October 24: Reserved for Family Members, Family Office Executives, and FOX Thought Leaders Council Members
October 25-26: Open to all FOX Members
At the 2022 FOX Family Forum, family members, office executives, and their trusted advisors will come together to envisage how to address the critical challenges born from the largest wealth transfer in recent history. This October, FOX is excited to feature special Rising Gen programming within the Family Forum schedule - from exploring pathways of engagement in the family enterprise to a fireside chat with Ray Dalio, this Forum is not to be missed for all members of UHNW families. Top of mind topics will be contemplated such as effective family governance, shaping family values, solving the family office talent gap, and the new era of wealth management. If you are joining the event in-person, you can also take advantage of dedicated opportunities to connect with FOX subject matter experts and take advantage of FOX member resources during the networking breaks. All attendees will come away with ideas, tools, and frameworks to ensure a positive and productive enterprise for the future.
“If you are a wealth owner or advisor, it's a must!” - 2021 Forum Attendee
“The best place to learn about issues facing wealthy families and family offices.” - 2021 Forum Attendee
Members opting to attend virtually may do so by clicking the Credit Card option below. You will not be asked for a credit card at the end of registration, the system only needs a payment option selected in order to proceed.
Forum Credit or $3,000
(Included in Membership)
Unlimited on Eligible Days
|Forum Credit or $2,700|
In-Person registration is now closed. If you would like to attend in-person, please contact us at firstname.lastname@example.org.
Sign in to register
Who Should Attend
- FOX members, including family members, family office executives and advisors, are encouraged to experience this forum.
- Please note that forum credits or a registration fee are required to attend in-person. Additional discounts are available for multiple members of your family to attend in-person. Please contact your relationship manager or email@example.com for more information.
- For questions regarding in-person attendance eligibility please contact your relationship manager.
- All FOX members may attend virtually on their eligible days, with unlimited attendees from your family or firm.
- Please note qualified non-member family prospects may virtually attend this event. Please contact FOX for more information.
Registrations are subject to approval by FOX.
REFUND POLICY: To ensure the most flexibility for our members and guests, refunds of forum credits or registration fees will be granted up through the event, so long as we are notified in writing at firstname.lastname@example.org. For more information regarding administrative policies please contact FOX office at: 312.327.1200.
Sessions marked with an asterisk (*) on the agenda offer CPE credit for every hour of programming. Up to 7.50 CPE credits can be earned by attending this event as a Thought Leaders Council Member, Family Member, or Family Office Executive. Up to 10.50 CPE credits can be earned by attending this event as a Rising Gen member, and up to 5.50 CPE credits can be earned by attending this event as a non-Thought Leader Council advisor member.
Field of Study: Specialized Knowledge - Up to 7.50 CPE credits can be earned by attending this event as a Thought Leaders Council Member, Family Member, or Family Office Executive. Up to 10.50 CPE credits can be earned by attending this event as a Rising Gen member, and up to 5.50 CPE credits can be earned by attending this event as a non-Thought Leaders Council member. 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 navigate the family office talent shortage, shape family principles through values discovery, promote family continuity via compentency discovery, professionalize the family board, explain the importance of strategic philanthropy within the family system, and describe how a family office can achieve B Corp status.
Program Level: Overview | No prerequisites are required for any of the sessions. | Delivery Method: 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.