2026 FOX Family Office & Wealth Advisor Forum
Overview
If you would like to:
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register with an event credit
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register another member of your organization
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or are having trouble registering
please contact us at events@familyoffice.com
About
Moving beyond industry practice, the FOX Family Office & Wealth Advisor Forum focuses on the most critical issues and opportunities facing ultra-high-net-worth families. Designed for the family office executives and wealth advisors in the family office space, the forum sessions deliver real-world frameworks and proven approaches on how to be better professionals in supporting their families, clients, and teams. Often shared nowhere else, attendees can hear candid and timely perspectives on the topics that matter—from navigating the complex insurance and tax and estate landscapes to addressing the technology-needs and talent challenges in an age of AI.
More than an event, the Family Office & Wealth Advisor Forum is a strategic advantage. It equips attendees with practical insights, meaningful connections, and solutions to make better decisions for the families they serve.
Key Attendee Benefits:
- Strategic Insights & Best Practices: Learn about tax, legal, risk, talent management, technology updates, and evolving family governance models through case studies and expert panels.
- Actionable Ideas: Walk away with concrete ideas to improve family office operations, manage service providers, and competitive compensation plans.
- Peer Networking: Engage in confidential discussions with other family office executives and advisors, sharing challenges and solutions.
- Specialized Connections: Meet niche advisors (e.g., UHNW insurance, technology service providers) often missed at larger events.
- Soft Skills Development: Acquire skills in leadership, communication, and managing complex family dynamics.
- Industry Direction: Influence the future of the industry by participating in discussions on service delivery, structures, and offerings.
- Human Capital Planning: Gain tools and strategies to address the talent challenges of your family office.
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 at events@familyoffice.com.
Registering for the Program
Please note that FOX Member forum credits or a registration fee is required to attend in-person. 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
$300 off if registered before May 1, 2026
| FOX Members (Accepts Credits) |
Non-Member | |
| Accepts Credits | ||
| Individual Attendees | $3,850 | |
| Multiple attendees from the same organization | $3,450 | |
| Add on emerging leaders program | No additional cost |
Agenda
Our full agenda including featured speakers, keynote sessions, panels, and breakout and dialogue sessions will be announced by the end of April, stay tuned for additional information.
Forum Schedule
All times listed are in U.S. Mountain Time
Monday, July 13 | 12:00 pm – 5:00 pm
Followed by Pocket Dinners
Tuesday, July 14 | 8:00 am – 5:00 pm
Followed by a Forum Reception
Wednesday, July 15 | 8:00 am – 12:00 pm
Agenda, timing and content subject to change.
CPE credits will be available for eligible portions of this program.
Speaker(s)
Speakers to be announced by the end of April.
Accommodations
The Ritz-Carlton, Denver
1881 Curtis Street, Denver, CO 80202
www.ritzcarlton.com/en/hotels/denrz-the-ritz-carlton-denver/overview
FOX has reserved a limited number of rooms at The Ritz-Carlton. Rate information and booking procedures to be announced.
Partners & Sponsors
iCapital (Tech Partner)
Security Pursuit (Risk Management Partner)
Are you interested in sponsoring the 2026 FOX Family Office and Wealth Advisor Forum? If so, send an email to Dave Blide, Business Development at dblide@familyoffice.com.
FAQ
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 Dave Blide, Business Development at dblide@familyoffice.com or 312.327.1208
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 Ritz-Carlton, Denver, visit the booking link in the Accommodations tab.
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. Mountain 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.