2022 FOX Wealth Advisor Forum

In-Person Agenda | Virtual Agenda | Presenters | SponsorsVenue & Accommodations | FAQs

Overview

Take your personal and professional growth to the next level at the 2022 FOX Wealth Advisor Forum. This year’s forum will address the myriad of transitions that families are experiencing and how advisors can help them navigate. Additionally, growth is on the mind of advisory firms everywhere, and the educational sessions and networking opportunities presented at this year’s event will help advisors manage this time of unprecedented progress.

“The forum was effective in helping me continue to grow as an advisor. I better understand the changing dynamics of the families I serve and am motivated by the focus on developing future leadership.” – 2021 Forum Attendee

What to Expect

Attendees will…

  • Hear a summation of the many transitions families of wealth are facing
  • Understand why the client experience should be a primary focus
  • Hear from fellow wealth advisor peers on what they’re doing to champion their work, both personally and professionally
  • Discover how to help families navigate business transitions
  • Explore how family histories can set a foundation for connection and continuity
  • Learn how to effectively engage with the rising generation
  • Get a base-level understanding of private trust companies
  • Understand the basics and importance of the growing blockchain and digital asset landscape
  • Learn more about strategic philanthropy

Who Should Attend

Registration for this event is for advisor members of 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 events@familyoffice.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 or firm.

Please note qualified non-members may attend this event virtually. 

Member In-Person Pricing

  Member
Individual Attendees Forum Credit or $2,500
Multiple Attendees
from the same firm
Forum Credit or $2,250

 

Member 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. There is no charge for member virtual registration at this event.

Non-Member Virtual Registration is $895 per registrant.

Online registration is now closed. If you would like to attend virtually or in-person, please contact us directly at events@familyoffice.com.

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.

Field of Study: Specialized Knowledge - Up to 5.5 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: pon completion of the program, participants will be able to enhance their family wealth expertise, assist clients better throughout major transitions, including family business transitions, understand how to improve the family office-related career paths and branding at their own firm, and why it’s crucial to focus on client needs above all else.

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.