2022 FOX Family Forum

Keynote Speaker: Ray Dalio

A global macro investor for more than 50 years, Ray Dalio founded Bridgewater Associates out of his two-bedroom apartment in NYC and ran it for most of its 47 years, building it into the largest and most successful hedge fund in the world and the fifth most important private company in the U.S. according to Fortune Magazine. His industry-changing investment innovations (e.g., risk parity, alpha overlay, and All Weather) have changed the way global institutions approach investing...

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Keynote Speaker: Jim Grubman

Dr. Jim Grubman is a senior consultant to multigenerational families and their advisors about the issues that arise around wealth. He has been recognized, with his long-time collaborator Dr. Dennis Jaffe, with the “Outstanding Contribution to Thought Leadership” award by the 2021 Family Wealth Report awards. He is the author of the renowned book, Strangers in Paradise: How Families Adapt to Wealth Across Generations, and co-author of Cross Cultures: How Global...

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Keynote Speaker: Raoul Pal

Raoul is the Co-Founder and CEO of Real Vision Group, one of world’s leading financial media platforms. Additionally, he publishes the Global Macro Investor, a renowned independent macro investment strategy service and is a founder of two other businesses, both in the digital asset industry - a Fund of Digital Asset Hedge Funds and a social token/NFT studio, which tokenizes the world’s largest communities for brands, music artists, sports teams etc...

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Keynote Speaker: Hester M. Peirce

Hester M. Peirce was appointed by President Donald J.  Trump to the U.S. Securities and Exchange Commission and was sworn in on January 11, 2018.Prior to joining the SEC, Commissioner Peirce conducted research on the regulation of financial markets at the Mercatus Center at George Mason University. She was a Senior Counsel on the U.S. Senate Committee on Banking, Housing, and Urban Affairs, where she...

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Rising Gen at the 2022 Family Forum | Oct. 23-24

The forum will kick off with topics exclusively for the Rising Gen family member. Rising Gen members will have the opportunity to connect and hear from peers about exploring different pathways of engagement in the family enterprise...

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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 

    Virtual Registration

    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.

    Member Pricing

      In-Person Virtual

    Individual Attendees

    Forum Credit or $3,000

    (Included in Membership)
    Unlimited on Eligible Days

    Multiple Attendees
    from the same family/firm

    Forum Credit or $2,700


    In-Person registration is now closed. If you would like to attend in-person, please contact us at events@familyoffice.com.

    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 events@familyoffice.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 events@familyoffice.com. 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.