FOX Rising Gen Forum

Agenda | Advisory Board and Presenters | Venue & Accommodations | Materials


Please join us for our third FOX Rising Gen Forum on May 5-6, 2019. This community was created to help connect like-minded peers looking for an opportunity to learn, share experiences, and develop skills as leaders within your families.

Our Spring event offers next generation family members a place to connect and build community with like-minded peers looking to engage in learning, shared experiences, and to develop skills as future family leaders. Family members in their 20s, 30s, and early 40s, who are aspiring leaders within their family’s enterprise are invited to attend.

At FOX, we have found that a commitment to learning is a key characteristic for leaders. Many successful leaders are continuous learners who are driven to innovate through their innate curiosity and sense of discovery. Participants will:

  • Learn how to effectively navigate challenging family conversations
  • Understand the key components of a personal learning plan and begin to shape your own learning goals
  • Strengthen your understanding of a complex family financial picture with practical information tailored to meet your own level of financial knowledge
  • Create a personal brand statement that will succinctly articulate your unique gifts and what you bring to the family table

Along with the learning experience, participants will have the opportunity to build relationships with peers through roundtable discussions, shared meals, and other networking opportunities.

 Watch: What to Expect at the Rising Gen Forum

Online registration for the 2019 FOX Rising Gen Forum is now closed.  If you are interested in attending, please contact us directly at, or via phone at 312.327.1221. 

Registrations are subject to approval by FOX. For family members in their 20s, 30s, and early 40s, who are aspiring leaders within their family enterprise.

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 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 6.5 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 understand how to effectively navigate challenging family conversations, gain the key components of a personal learning plan, have a better understanding of a complex family financial picture, and how to craft and articulate a personal brand statement.

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: