Join your family office peers at the 2022 FOX Family Office Forum! This program will bring together various c-suite family office executives and senior managers, including HR, legal, tax and technology heads as well as family members, to discuss the most critical challenges and opportunities that family offices are dealing with. Family office experts will provide case studies, stories, and presentations that allow attendees walk away with concrete ideas on how to enhance the operations of the family office and positively impact the families they serve. From tax, legal, and risk management considerations, to talent and family office operations, this forum has something for every family office executive to learn from.
Highlights on the forum agenda include:
- A panel discussing how family offices can address talent challenges plaguing the industry
- Sessions on how to create a family office compensation program, manage outsourced services, and develop family office fee structures
- A 2022 trust, tax, and estate planning update
- An exploration of the current family office regulatory landscape
- A presentation for those who are considering or already utilizing captive insurance for the family office
- Family office technology roundtables featuring key technology vendors
- A showcase featuring FOX members that advise family offices in unique and specialized ways
- Expanded time for peer dialogue among similar family offices
- UHNW insurance considerations including rising P&C premiums and the impact of changing policies
- A keynote on the importance of developing a holistic, impactful strategic plan
“Highly timely topics and excellent speakers discussing how to be better professionals in supporting our families and teams.” – 2021 Forum Attendee
“It's a great way to stay connected with your peers and stay up to speed on technical and soft issues.” – 2021 Forum Attendee
Who Should Attend
In-Person registration for this event is for single-family office, multi-family office and wealth advisor members of FOX. All registrations are subject to approval by FOX.
Please note that forum credits or a registration fee will be required to attend in-person. Additional discounts are available for multiple members of your firm 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, with unlimited attendees from your family office or firm.
Please note qualified non-members may register to attend this event virtually. Please contact FOX for more information.
|Individual Attendees||Forum Credit or $2,500||Unlimited||$895|
from the same firm
|Forum Credit or $2,250||N/A|
Sign in to register
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.
Field of Study: Taxes and Specialized Knowledge - Up to 6.5 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 understand the latest trust, tax, and estate updates, navigate the changing UHNW insurance landscape, discuss the regulatory changes impacting family offices, manage the talent challenges affecting family offices, describe family office compensation programs, fee structures and outsourcing tips, and develop an impactful strategic plan.
Program Level: Overview | No prerequisites are required for any of the sessions. | Delivery Method: Group Live
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.