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 for enhancing their work.
“Highly timely topics and excellent speakers discussing how to be better professionals in supporting our families, clients, and teams.” – 2022 Forum Attendee
What to Expect
Attendees will…
- Hear from our keynote speaker on employee retention, culture, and keeping your best talent
- Understand the importance of qualitative skills for the family advisor
- Learn from a panel of experts about income tax, trust and estate planning, regulations, and opportunities in 2023
- Discover the importance of the employee experience in today's world and economy
- Explore the family office governance journey with a panel of experts
- Hear from a legacy strategist on how to strengthen the 'people-side' of your family office planning
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 or virtually. 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.
Please note qualified non-member prospects may attend this event virtually. Please contact FOX for more information.
Pricing
| In-Person | Virtual | ||
| Member | Member | Non-Member | |
| Individual Attendees | Credit or $3,500 | Credit or $495 | $895 |
| Multiple Attendees from the same family or firm |
Credit or $3,150 | Credit or $495 | $895 |
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Field of Study: Taxes and Specialized Knowledge - Up to 8.25 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 family office governance journey, strengthen the 'people-side' of family office planning, determine the best practices and qualitative skills for the family advisor, describe the importance of the employee experience, and develop strategic planning for 2023.
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.
REFUND POLICY: To ensure the most flexibility for our members and guests, refunds of forum credits or registration fees will be granted up through distribution of access to the event portal so long as we are notified in wiriting at events@familyoffice.com.