2023 FOX Family Office and Wealth Advisor Forum

Overview

FOX’s Family Office and Wealth Advisor Forum will bring together family office executives and advisors in the UHNW industry to discuss the most critical challenges and opportunities impacting professionals in family offices and wealth advisory firms, and the clients they serve. From operational themes such as insurance or tax and estate planning to navigating talent and transition challenges, attendees will walk away with concrete ideas on how to enhance the work they do.  

“Highly timely topics and excellent speakers discussing how to be better professionals in supporting our families, clients, and teams.” – 2022 Forum Attendee

Program Dates

July 10-12, 2023

Who Should Attend

Registration for this event is for family office and advisor members of FOX.

Please note that forum credits or a registration fee will be required to attend in-person. Additional discounts will be available for multiple members of your family or 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.