2025 FOX Family Office & Wealth Advisor Forum

Overview

Monday, Jul 14, 2025 - 10:00am
Wednesday, Jul 16, 2025 - 03:00pm
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If you would like to: 

  • register with an event credit 

  • register another member of your organization 

  • or are having trouble registering  

please contact us at events@familyoffice.com 

Region
Worldwide
Location
Chicago, IL
Recommended For
Registration for this event is for family office and advisor members of FOX. Family members interested in the operational elements of the family office are welcomed. Please note qualified non-member prospects may attend this event.

Registration

Please login to see your registration options. Non-members can create a FOX Public Network guest account here.

Questions? Contact us at events@familyoffice.com or reach out to your relationship manager.

Address

Swissotel Chicago
323 East Upper Wacker Drive
Chicago, IL 60601
United States

FOX’s Family Office & 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 families they serve. From operational themes such as insurance, governance, or tax and estate planning, to navigating talent and transition challenges, attendees will walk away with tangible ideas for enhancing your work. For a portion of this forum, two tracks will be created: one which focuses on family office executive related content and one focused on advisor member firms programming.  FOX’s Family Office & Wealth Advisor Forum tends to be FOX’s most technical of the three FOX Forum’s and is built for the practitioners.   

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

Who Should Attend

Registration for this event is for family office and advisor members of FOX. Family members interested in the operational elements of the family office are welcomed. 

Please note qualified non-member prospects may attend this event. Please contact FOX for more information.  

Registering for the Program

Please note that FOX Member forum credits or a registration fee are required to attend in-person or virtually. Additional discounts are available for multiple members of your family or firm to attend in-person.   

If you are having trouble registering, contact us at events@familyoffice.com  

 

Pricing

 

  FOX Members
(Accepts Credits)		 Non-Member
     
Individual Attendees $3,650 $4,550
     
Multiple attendees from the same organization $3,300 $4,100
     

Emerging Leaders Program

We are pleased to bring back the Emerging Leaders Program at the FOX Family Office and Wealth Advisor Forum. This program is exclusively for FOX members.
Click the Emerging Leaders Program tab above to learn more.

Sunday, July 13
   
7:00 pm

Emerging Leaders Dinner
Exclusively for participants in the FOX Emerging Leaders Program

Location TBD
   

Monday, July 14
   
8:30 am - 9:00 am Breakfast
   
9:00 am - 9:30 am

Introductions

Mindy Kalinowski Earley, Chief Learning Officer, FOX
Jeff Strese, Family Learning & Leadership Consultant
   
9:30 am - 10:30 am

Overview and Career Development Strategies
Career development session focused on qualitative core competencies to prepare for advancement and increased responsibilities.

Jeff Strese, Family Learning & Leadership Consultant
Allison Lawshe, Senior Manager, Learning Center, FOX
   
10:30 am - 10:45 am Break
   
10:45 am 11:15 am

How to Leverage FOX Resources and Network
Overview of programs and resources for career enhancement and professional networking.

Mindy Kalinowski Earley, Chief Learning Officer, FOX
   
11:15 am 12:00 pm Career Mapping Exercise

Tactical planning exercise to generate near- to mid-term goals for career development.

Jacob Mattox, Relationship Manager, FOX
Jeff Strese, Family Learning & Leadership Consultant
   
   

Family Office and Wealth Advisor Forum

Monday, July 14
   
12:00 pm – 1:00 pm

Welcome Luncheon
   
12:15 pm – 12:45 pm

Lunch Technology and Risk Management Demonstrations
Join our participating technology providers for demonstrations and presentations of their products and services.
   
1:00 pm – 1:15 pm

Welcome to the Forum

Scott Muench, Managing Director, Membership, FOX
Kent Lawson, Chief Operating Officer and Technology SME for Membership, FOX
   
1:15 pm - 2:15 pm

Leading Through Change
In today's increasingly complex global economy, family offices face unprecedented challenges that create emotional and psychological stress for both families and their advisors. This interactive session equips family office leaders and advisors with essential skills to navigate these pressures while providing more effective leadership, facilitation, and coaching support to the families they serve.

Jeff Strese, Family Learning & Leadership Consultant, FOX
   
2:15 pm - 2:45 pm

Networking Break
   
2:45 pm - 3:45 pm

The Post-Election Financial Landscape
The recent election has ushered in a new political landscape, bringing potential shifts in regulatory policies and asset management strategies. This session will delve into the anticipated changes under the current administration, including possible deregulation efforts, tax reforms, and their effects on financial markets and family offices. Participants will gain insights into how these policy adjustments may influence investment decisions, compliance requirements, and overall asset management practices.
   
3:45 pm - 4:45 pm

Talent Strategies for the Future: Balancing People and Performance
Attracting and retaining top talent has become more complex than ever, with shifting expectations around workplace flexibility, compensation, and benefits. This session will explore how family offices and wealth advisors can design talent strategies that balance in-office collaboration with remote work flexibility, address competitive compensation structures, and provide meaningful benefits that align with long-term goals. Additionally, we’ll highlight key vendors and partners who have successfully supported the implementation of these strategies.

Sam Frank, Vice President, Executive Search, Harvey Hohauser & Associates
Mishu Din, Director of Research, Insights & Knowledge, FOX
   
4:45 pm - 5:00 pm

Day 1 Closing Remarks

Scott Muench, Managing Director, Membership, FOX
   
5:00 pm - 6:30 pm

Cocktail Reception
Forum Reception Sponsored by Berry Dunn
   
6:30 pm Day 1 Programming Concludes
   
7:00 pm Pocket Dinners
   

Tuesday, July 15
   
8:00 am - 9:00 am

Breakfast
Discuss important topics within the family office industry over breakfast with peers. Meet with FOX’s executive team to talk about relevant timely topics, membership benefits, and any pressing inquiries you would like to address.
   
8:15 am - 8:45 am

Breakfast Technology and Risk Management Demonstrations
Join our participating technology providers for demonstrative presentations highlighting their products and services.
   
9:00 am - 9:30 am

How Trends are Transforming the Management of Family Wealth
A convergence of mega trends is transforming the way we think about and manage family wealth. FOX will share its perspective and latest research on what is rapidly becoming a new age of family wealth management.

David Toth, President, Membership, FOX
   
9:30 am - 10:30 am

Regulatory Insights
Join FOX for an exclusive and insightful discussion to share perspectives on the evolving regulatory landscape impacting family offices, family businesses, and investments. Gain firsthand insights into current and upcoming regulatory priorities, how these changes may affect investment strategies, and what family offices should consider in order to stay ahead.
   
10:30 am - 11:00 am Networking Break
   
11:00 am - 12:00 pm

Optimizing Technology: Best Practices for Selection, Implementation, and Outsourcing
This session will explore best practices for navigating the technology selection process, including how to leverage RFPs (Requests for Proposals) to make informed decisions and streamline outsourcing preparation. Learn about leading platforms, tools, and solutions that can enhance performance, improve reporting, and support strategic goals. Join us for practical insights, real-world examples, and expert guidance on how to approach technology adoption and outsourcing for maximum impact.

Kent Lawson, Chief Operating Officer and Technology SME for Membership, FOX
Erin Hulse, Founder and CEO, Deviate Consulting
John Stewart, Partner, Armanino
   
12:00 pm - 1:00 pm

Luncheon
   
12:15 pm - 12:45 pm

Lunch Technology and Risk Management Demonstrations
Join our participating technology providers for demonstrations and presentations of their products and services.
   
1:00 pm - 2:00 pm

Tax, Trust, and Estate Planning Update: Strategies for Multigenerational Wealth Preservation
Staying ahead of evolving tax laws and estate planning strategies is essential for preserving family wealth across generations. This session will provide the latest updates on tax regulations, trust structures, and estate planning considerations that impact family offices and wealth advisors. Experts will share insights on how recent legislative changes may influence planning strategies, along with best practices for optimizing tax efficiency, ensuring asset protection, and facilitating smooth generational transitions.

Barbara Grayson, Partner, Private Wealth, Willkie, Farr & Gallagher, LLP
Kim Kamin, Chief Wealth Strategist, Gresham Partners, LLC
   
2:00 pm - 2:30 pm Networking Break
   
2:30 pm - 4:00 pm

Family Office and Advisor Peer Dialogues (two tracks)

  • Track 1: Advisor Strategy and the Future of Advisor Cohorts
    (Open to Advisors, Specialists, and Multi-Family Offices)

    Introducing FOX advisor cohorts, coming soon. This session will examine emerging models for advisor teams and what the future holds for specialists and multi-family offices.

    Peter Moustakerski, CEO, FOX

  • Track 2: Family Office Cohorts
    (Open to Families and Single Family Office Executives)

    Connect with purpose. Grow with insight. Connect with families at a similar stage in their journey. FOX Cohorts provide a peer set to foster relationships and where discussions center around the themes most relevant to you.
     

    • Founder-Led Business Families
      Primarily composed of family business founders and first generation (G1) members, this cohort focuses on growing and managing the operating business, and there may or may not be a formalized family office. The next steps of the family’s journey are centered around the needs and trajectory of the family business.

      David Toth, President, Membership, FOX
       

    • Multi-Gen Business Families
      Designed for business owners who are beginning to look beyond the operating company. Members may be considering retirement, a business sale, or planning their next career and life stage. They often have an emphasis on preparing their family for a multigenerational journey.

      Heather Abramson, Director, Relationship Manager, FOX
       

    • Newly Liquid Families
      Intended for G1 families and business founders who are planning for or recently experienced a significant liquidity event, e.g., sale of their legacy business, members may be exploring direct investment opportunities, creation of a family office, and education of G2.

      Matt Murphy, Managing Director of Business Development, FOX
       

    • Emerging Enterprise Families
      Geared toward families recognizing the distinction between the family journey and that of the enterprise while understanding the success of both is essential. Discussions extend beyond the operating business(es) to aspects such as the family office or family foundation, real estate such as shared vacation property(ies), rising gen education, and spousal integration.

      Jacob Mattox, Relationship Manager, FOX
       

    • Established Enterprise Families
      Tailored for families with complex, multigenerational, and sometime global, enterprises involving multiple entities, owners, and decision-makers. With a formal governance structures often in place, priorities expand to include family well-being, communication, education, and shared experiences.

      Miguel Lopez de Silanes, Market Leader International, FOX
       

    • Financial Families
      Designed for families who have transitioned away from owning and actively investing in operating businesses. With multiple households often supported by a dedicated family office, family members collaborate on shared initiatives. Focus is typically on wealth preservation and growth and beneficiary education.

      Scott Muench, Managing Director, Membership, FOX
   
4:00 pm 4:15 pm Networking Break
   
4:15 pm - 5:15 pm

Securing the Future: Succession Planning Strategies for Family Offices and Advisory Firms
This session will explore tailored strategies for successful leadership transitions within family offices, addressing unique challenges such as preserving family values, maintaining operational continuity, and preparing the next generation for stewardship. Additionally, we’ll examine business-to-business succession considerations, including mergers, acquisitions, and strategic partnerships that can support continuity and growth.
   
5:15 pm - 5:30 pm

Day 2 Closing Remarks

David Toth, President of Membership, FOX
   
5:30 pm - 7:30 pm

Forum Reception and Specialized Advisor Showcase
This reception, highlighting FOX Specialized Advisors, offers family office executives a distinctive opportunity to engage advisors with specialties tailored to the family office industry and not often featured at larger forums or events. Guests will have the opportunity to connect with each advisor while enjoying cocktails and appetizers. This relaxed environment encourages meaningful conversations that can result in valuable insights and knowledge sharing about unique segments within the family office market.
   
7:30 pm Day 2 Concludes
   

Wednesday, July 16
   
8:30 am - 9:30 am

Breakfast
Discuss important topics within the family office industry over breakfast with peers. Meet with FOX’s executive team to talk about relevant timely topics, membership benefits, and any pressing inquiries you would like to address.
   
8:45 am - 9:15 am

Breakfast Technology and Risk Management Demonstrations
Join our participating technology providers for demonstrative presentations highlighting their products and services.
   
9:30 am - 10:30 am

Navigating Today’s Insurance and Risk Landscape: What Family Offices Need to Know
   
10:30 am - 10:45 am

Networking Break
   
10:45 am - 11:45 am

Markets & Investment Landscape: A Look Forward
   
11:45 am - 12:00 pm

Closing Remarks

Peter Moustakerski, CEO, FOX
   
12:00 pm

Forum Concludes
   

Speakers to be announced by the end of April.

Speakers

Peter Moustakerski
CEO, FOX

Peter Moustakerski is CEO of Family Office Exchange (FOX), the premier resource for families managing private enterprises and family wealth across generations. For over 30 years, FOX has been recognized as the industry’s most exclusive, innovative, and influential community for peer networking and learning, and has provided independent insights, expert guidance, and practical solutions to complex problems related to family transitions and family wealth.

Peter has spent more than 25 years as a C-level strategist and executive across a variety of industries, including wealth management, capital markets, and technology. He is a former family office executive and FOX member, management consultant, and entrepreneur. He has served as a strategy, innovation, and growth leader for a number of private and public companies and founded two start-ups in New York City and China.

Prior to joining FOX, Peter served as Chief Operating Officer of the family office of the founder of Bridgewater Associates, where he worked closely with the principal family members to envision and oversee the redesign of the family office strategy and day-to-day operations to better serve the evolving needs of the family. Before that, Peter was a management consultant at Booz Allen Hamilton, advising many of the world’s top C-suite leaders, and a strategy executive at UBS, leading all growth and transformation initiatives for the bank’s wealth management organization.

Most recently, Peter was Chief Strategy Officer of News America Marketing, a former News Corp. subsidiary, where he built and led the Corporate Strategy and M&A function and led the company’s successful carve-out and sale to a private equity sponsor. In addition, for more than 20 years, Peter has been a contributing writer and researcher with The Economist Intelligence Unit (EIU), and has led many qualitative and quantitative research projects, and written a number of influential white papers for the EIU, NBER, and other research institutions and media publications.

Peter holds an MBA from Columbia Business School and a BS in Computer Science and Engineering from Zhejiang University in China, and is proficient in Mandarin, Russian, and Bulgarian.

Areas of Expertise: Enterprise Strategy, Strategy-to-Execution Best Practices, Digital Transformation

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Scott Muench
Managing Director of Membership, FOX

Scott Muench is the Managing Director of Membership at Family Office Exchange (FOX). In his role, Scott leads all aspects of the Financial Family market at FOX, defined as those families who no longer own an operating company and family office executives serving these families. In addition, Scott is also responsible for leading, coaching, and managing our Relationship Management team and overseeing the overall member experience.

Scott has over twenty-five years as an institutional and ultra-high net worth investment professional, including working at SEI Investments as head of the Defined Contribution national market, working with plan sponsors on target-date fund and core investment strategy implementation. This experience working with investment committees and professionals enhanced a strong background in asset allocation, capital markets, and strategic and tactical instruments. Scott also worked at Northern Trust Asset Management as a managing director for the eastern region of the United States, working with large complex corporate institutions and asset owners, including foundations, endowments, pension plans, and ultra-high-net-worth families. Scott's experience at Northern Trust also includes the Global Family and Private Investment Office Group. He led a team of investment relationship managers working with families, family offices, and investment consultants to implement strategies to meet personal financial goals. In addition, Scott managed the team working with 400+ family offices to achieve tax efficiency and superior risk-adjusted returns.

Scott received his Bachelor of Science degree in Finance from Northern Illinois University. He earned his Master's in Business Administration with concentrations in finance and accounting from DePaul's Kellstadt Graduate School of Business.

Swissotel Chicago
323 East Upper Wacker Drive
Chicago, IL 60601 

Click to book: Swissotel Chicago - 2025 FOX Family Office & Wealth Advisor Forum

FOX has reserved a limited number of rooms at the Swissotel. Rate information and booking procedures to come soon.

The Emerging Leaders program will be hosted by Jeff Strese, Family Learning & Leadership Consultant, and include peer dialogue, qualitative skills development for advisors and FO leaders and opportunities for networking and discussions between peers, followed by the Family Office and Wealth Advisor Forum.

Family Office and Advisor FOX Members that register for the in-person program may bring one additional complimentary attendee from their firm or family office to the Forum that fits the following criteria:

  • Less than five years in the family office/private wealth management space.
  • Less than five years at your office.

To participate in this program, both the sponsoring registrant and emerging leader must be registered by July 9.

For information on how to participate, please contact your relationship manager.

This program is exclusively for FOX members.

Emerging Leaders Program Agenda

Sunday, July 13

7:00 pm

Emerging Leaders Dinner
Exclusively for participants in the FOX Emerging Leaders Program

Location TBD
   

Monday, July 14
8:30 am - 9:00 am Breakfast
   
9:00 am - 9:30 am

Introductions

Mindy Kalinowski Earley, Chief Learning Officer, FOX
Jeff Strese, Family Learning & Leadership Consultant
   
9:30 am - 10:30 am

Overview and Career Development Strategies
Career development session focused on qualitative core competencies to prepare for advancement and increased responsibilities.

Jeff Strese, Family Learning & Leadership Consultant
Allison Lawshe, Senior Manager, Learning Center, FOX
   
10:30 am - 10:45 am Break
   
10:45 am 11:15 am

How to Leverage FOX Resources and Network
Overview of programs and resources for career enhancement and professional networking.

Mindy Kalinowski Earley, Chief Learning Officer, FOX
   
11:15 am 12:00 pm Career Mapping Exercise

Tactical planning exercise to generate near- to mid-term goals for career development.

Jacob Mattox, Relationship Manager, FOX
Jeff Strese, Family Learning & Leadership Consultant
   
12:00 pm Family Office and Wealth Advisor Forum Begins

 

Thank you to our 2025 FOX Family Office and Wealth Advisor Forum Partners and Sponsors!

Executive Partners
 

BerryDunn

BerryDunn’s Family Office services team has the expertise needed to help your family office navigate accounting, tax, and business issues. Based out of our Boston office, we provide a full suite of services, including outsourced accounting; CFO, controller, and back office services; tax planning... Learn More >
RSM Logo

Coming soon.


Resource Partners

ARCH is the digital admin for private investments, delivering the missing infrastructure for managing and understanding private market investments. ARCH consolidates data from the various web portals, collects K-1s, and tracks performance, cash flows, and metrics across investments, while digitally updating existing reporting and accounting systems... Learn More >
Armanino As a top 25 accounting and consulting firm in the nation, Armanino specializes in providing tailored solutions for Family Offices and their portfolio companies. With deep industry expertise, we serve as trusted strategic partners, offering a comprehensive range of services designed to meet the unique needs of Family Offices... Learn More >
Asset Vantage Asset Vantage, a UNIDEL company, is headquartered in the United States with offices in India and Singapore. AV PRO serves the needs of over 340 global families and has been built from the ground up to simplify wealth management and accounting for the modern family office... Learn More >
Auria Built on Advyzon's proven technology foundation, and elevated with enhanced features and an elegant interface, Auria unifies complex data and sophisticated capabilities in a platform designed specifically for ultra-high-net-worth family offices. By providing a single source of truth for all family wealth data, Auria eliminates fragmentation, simplifying management... Learn More >
Bill BILL (NYSE: BILL) is a leading financial operations platform for small and midsize businesses (SMBs). As a champion of SMBs, we are automating the future of finance so businesses can thrive. Our integrated platform helps businesses to more efficiently control their payables, receivables and spend and expense management. Hundreds of thousands of businesses... Learn More >
Deviate Consulting Deviate Consulting is a professional services firm based in Indianapolis that provides a full suite of accounting and software consulting options for single and multi-family offices. Our software focus includes QuickBooks and multiple investment accounting, portfolio accounting and wealth management platforms prominent in the industry... Learn More >
Fi-Tek Wealth Solutions Fi-Tek Wealth Solutions (formerly Rockit Solutions) is a technology-enabled family office service provider, specializing in complex, multi-generational single/multi-family offices, RIA’s and Trust Companies. Born out of the Rockefeller family office over twenty years ago as Rockit Solutions, our company was built to serve the unique needs of the most complex family offices... Learn More >
FundCount Founded in 1999 and headquartered in Barbados from 2022, with subsidiaries in Canada, Signapore, UAE, USA and offices in Boston, Toronto, Singapore, and Dubai, FundCount provides fully integrated accounting, general ledger, partnership and investment analysis software... Learn More >
KnowLedger KnowLedger is a middleware SaaS solution that provides automation of the Investment Book of Records (portfolio accounting and investment reporting solutions) into the Accounting Book of Records (ERP/GL solutions)... Learn More >
Pinnacle Fund Services Pinnacle Fund Services provides customized portfolio and investor performance across multiple investment structures including full outsourcing of back-office functionality... Learn More >
Sage Intacct logo Sage Intacct is used by thousands of organizations from startups to public companies to improve company performance and make finance more productive. As a best-in-class system, our cloud accounting software products and financial management solutions deliver deep accounting capabilities across multiple industries designed... Learn More
SEI SEI’s Family Office Services segment delivers technology and outsourced services that connect and power the accounting, investment management, and reporting functions of family offices and family office divisions of financial intermediaries. Designed to streamline family office operations and deliver advanced financial reporting for ultra-high-net-worth families... Learn More >
WealthHub WealthHub Solutions is a leading provider of CRM solutions for Family Offices, Trust Companies, and other Ultra-high Net Worth Fiduciaries. In addition to providing the ideal operating platform for Family Office administration, we pride ourselves on the level of customer service and ongoing support we provide to our clients, helping position WealthHub as a strategic partner... Learn More >


Media Partner

Crain Currency

Crain Currency is the premier digital news hub tailored for individuals overseeing family wealth and legacy. Launched by Crain Communications Inc. in 2022, it provides industry news and peer-to-peer insights to help family offices address their unique challenges. We focus on connecting like-minded individuals and creating networking opportunities... Learn More >

Are you interested in sponsoring the 2025 FOX Family Office and Wealth Advisor Forum? If so, send an email to info@familyoffice.com.

More information to come on the companies participating in the Specialist Advisor Showcase

General Questions: 

How will I select my sessions if I register before the whole agenda is announced?

The FOX events team will reach out to you when the full agenda is announced to select your family seminars (if applicable), breakout sessions, peer dialogues and social events.

 

Will you offer CPE Credits?

Yes. CPE credits can be earned for all eligible sessions, in-person.

 

I'm interested in learning more about sponsorship for this event, who do I contact?

Please contact Marc Gaydos, Regional Director, Member Development at mgaydos@familyoffice.com or 973.722.9446.

 

What is your refund policy?

To ensure the most flexibility for our members and guests, refunds of forum credits or registration fees will be granted up until we distribute access to the program app and portal on Friday, July 11, so long as we are notified in writing at events@familyoffice.com.  

What is the dress code? 

Business casual attire is recommended. 

 

How do I book a guest room at the Hotel? 

To book a guest room at the Swissotel Chicago, visit the booking link that will be posted in January.

 

Attending the Forum and using the Forum App and Portal: 

Where is the Forum portal/app and how do I access it? 

Information on accessing the portal will be emailed to you directly prior to the event. For access assistance please email events@familyoffice.com. You must be registered to access the event. 

 

How do I log in? 

To log in, you will need the email address you used to register. Once you enter your first name, last name, and email address on the login screen, you will be sent a verification code to your email address. Once you enter your verification code, you will have access. 

Please note: once you have entered your email address, it can take up to 10 minutes to receive your verification code. If you need assistance, please reach out to us at events@familyoffice.com. 

 

Which technologies are you using? 

  • CVENT/ Attendee Hub will provide our Forum portal. 
  • Mentimeter will be used for in-session polling. 

 

What device should I use? 

Some employers prevent access to external conference platforms from corporate VPN accounts. You may find it easiest to use a personal device to access this event. 

 

What do I do now that I’ve logged in? 

We recommend: 

  • Completing your profile and un-hide yourself.
  • Reviewing the “attendee” section and requesting to connect with other attendees. 
  • Taking some time to become familiar with the portal, and the “All Sessions” page, where you will access the agenda. 

 

Do I have to log in every time I visit the event? 

If you do not close your browser windows or log out of the Forum, you will not need to log in again. Otherwise, you will need to log in again. 

 

What is the time zone? 

All published times are in U.S. Central time. 

 

How can I change my visibility setting from hidden to visible or vice versa? 

Navigate to “edit your profile,” where you can change your visibility.