The 30th Anniversary Forum will bring together the entire FOX community to address the latest trends, risks, and opportunities and to offer best practices and strategies for building adaptable and robust enterprise families. We will hear from leading enterprise families, explore family learning and leadership to prepare the rising generation, as well as dive deep into the issues facing families today and in the future. The Forum will offer multiple opportunities for networking with families, family office executives and trusted advisors as well as structured peer dialogue sessions.
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.
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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.
Field of Study: Finance - Up to TBD 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 an understanding of the macroeconomic outlook for investment markets, the opportunities and risks in a
volatile investment environment, an examination of cryptocurrencies, and unique perspectives on asset allocation and portfolio strategy from both a private equity entrepreneur and an institutional investor.
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.