This year’s Forum marks a significant milestone as we celebrate a generation of working closely with families, family offices, and trusted advisors. Participants will gain insight directly from successful families of impact as they share their challenges and successes in bridging multiple generations. Our featured families will share stories about building resilience across generations, planning for leadership succession, and engaging family members in the process.
We will offer a wide range of interactive sessions and the opportunity to visit with old friends and network with new ones in our unique peer community. Additionally, join us for a celebratory 30th Anniversary all member dinner at Chicago’s beautiful Theater on the Lake.
“It is a great way to learn and network with other individuals and families who share in the same common struggles and triumphs. It is respectful, confidential and a great way to have many of your needs and answers addressed.”
- 2017 Forum Attendee
Who Should Attend?
Registration for the 30th Anniversary Forum is open to family members, family office executives, and trusted advisors. All registrations subject to approval by FOX.
Bring the entire family to celebrate the 30th Anniversary! An exclusive Forum is available to family members in their 20s, 30s and 40s. Please click the image below for more information.
CPE Credit Information for the FOX 30th Anniversary Forum:
Field of Study: Finance - Up to 11 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 gain insight directly from successful families of impact as they share their challenges and successes in bridging multiple generations. Participants will also explore topics, such as: international trends, the state of the family office industry, transition planning, the impact of technology, and leadership development.
Program Level: Overview | No prerequisites are required for any of the sessions. | Delivery Method: Group Live Program
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.
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Registrations are subject to approval by FOX.
REFUND POLICY: For event registrations, refunds of payment or forum allotments will be offered if the cancellation is made in writing to Family Office Exchange at firstname.lastname@example.org five (5) or more business days prior to the start of the event. For more information regarding administrative policies please contact FOX office at: 312.327.1200.