FOX Rising Gen Forum

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


The 2019 FOX Rising Gen Forum is an opportunity for family members in their 20s, 30s and 40s to meet and build relationships with other members of the Rising Gen community who are in similar situations. The Forum provides a place where you can have the authentic conversations you might not be able to with friends or business colleagues.

Participants learn about family dynamics as a rising generation member and best practices in navigating the unique challenges facing families with shared ownership. The Forum provides a great place to make genuine connections, learn, and bring new ideas back to the family and family office.

The FOX Rising Gen Forum will offer participants an opportunity to learn from other families and:

  • Hear how a 5th generation family member from a storied family works to bring about social change by blending family legacy and family values to shape a new approach to managing capital and philanthropy.
  • Explore the good, the bad, and the ugly around formal succession and transfer of power and control within families of wealth with a Gen 6 family who will discuss their recent generational transition.
  • Understand from a father-daughter team about what it means to be an engaged beneficiary and how they make the trustee-beneficiary relationship work.                        
  • Bring your issues, concerns and burning questions to a roundtable discussion with FOX subject matter experts on topics such as governance, leadership roles, family dynamics, and effective communications.


FOX Rising Gen Forum Participants are invited to join us for the FOX 30th Anniversary Forum Family Seminars and Dinner on Monday, October 28, included with FOX Rising Gen Forum Registration. Additionally, participants are encouraged to register for the full FOX 30th Anniversary Forum which runs through Wednesday, October 30.

Online registration is now closed.  If you would like to register for this event, please email


Click the image above for more information on the FOX 30th Anniversary Forum.  Additional fees apply.  See the grid below for registration options.

All registrations are subject to approval by FOX.

Registration Options

FOX Member


FOX Rising Gen Forum Only (Oct. 27-28)
Includes FOX 30th Anniversary Forum Family Seminars and Dinner on 10/28
$1,900 $2,400

FOX Rising Gen Forum Plus (Oct. 27-30)
Includes FOX 30th Anniversary Forum - Sun. 10/27 through Wed. 10/30

$2,900 $3,600

Note: “Your Price” below will change from the price displayed to the prices above during the registration process.

Field of Study: Finance - Up to 3 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 best practices for generational transitions, trustee-beneficiary relationships, governance roles, building investment strategies, and family communications.

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:



Registrations are subject to approval by FOX. For family members in their 20s, 30s, and 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.