Family members, family office executives, and advisors to families all may have the opportunity to partner with one another at various points in the history of a family. Successful partnerships are essential for family sustainability and evolve from relationships that have been tirelessly developed, and carefully nurtured over time.
This year’s FOX Fall Forum focuses on Strengthening the Partnership, highlighting issues affecting partnerships and offering techniques to build stronger ones.
Best practices for managing strong family and advisor partnerships, as identified in this year’s FOX Thought Leaders Summit will be featured. In addition, because internal relationships must be aligned and functioning properly in order for partnerships with others to be effective, several sessions will address ways to fine-tune the partnerships within the family. Family Seminar topics include the family enterprise model, which is the ultimate partnership concept; partnerships between family members from different cultures; and conflict resolution, which is an important skill for all parties involved.
The Forum will also explore investing in the post-election environment; understanding geopolitical events and the accompanying security risks; designing an owner education curriculum that informs and solidifies partnerships; understanding and addressing the wealth gap; and telling family stories as a way to support family continuity and vision.
And, of course, you’ll have the opportunity to expand your network of highly-qualified peers and to participate in several engaging social events.
You may earn up to 11 CPE credits for attending this Forum. CPE Credits are accepted at the option of state certifying boards. Requirements, compliance procedures and acceptance may vary by state.
Please note that a discount of $450 is available to additional paid attendees from your firm. Contact Family Office Exchange via phone at 312.327.1221 or email email@example.com to receive the additional attendee coupon code.
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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.