FOX Rising Gen Virtual Forum - May 25-26, 2021

Agenda | Presenters | FAQs

Overview

The 2021 FOX Rising Gen Forum is an opportunity for family members in their 20’s, 30’s, and 40’s, at all levels of experience to develop genuine connections with peers in similar situations and explore best practices in overcoming the challenges facing ultra-wealthy families. This virtual forum will unpack the nuances of family investment committees, explain direct investing, go in-depth on family boards, and more, all while allowing attendees to forge meaningful relationships and bond over shared experiences.

  • Learn what family investment committees are all about and how to feel confident joining yours.
  • Hear from your peers about how they’re navigating their family boards and governance structures.
  • Discover how to confidently assess a direct investment deal.
  • Learn how to manage the challenges that come with a dominant family leader.
  • Understand how your relationship with money impacts your overall wellbeing.
  • Find out more about the FOX Rising Gen Leadership Program and if it’s right for your own personal development.
  • Join your fellow Rising Gen community for a virtual happy hour where you’ll connect with peers, exchange ideas, and create a sense of community with one another.

Who Should Attend

Family members in their 20’s, 30’s and 40’s, who are looking to make connections with peers facing the same issues within their family’s enterprise should attend this forum.

In order to use the PDF registration form, please download Adobe Acrobat Reader if not already installed on your device. Please be sure all required fields* are filled in before clicking “Email this Form to Register.” We also encourage you to use the website registration system below.

 

Accessing the Event: This FOX Virtual Forum will be delivered via an external conference platform. Some employers prevent access to external conference platforms from corporate VPN accounts. You may find it easiest to use a personal device to access this event. Please note that video content will be provided via Zoom.

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

Cancellation Details: All cancellations must be made in writing to Family Office Exchange at events@familyoffice.comFor more information regarding administrative policies please contact FOX office at: 312.327.1200.

Field of Study: Specialized Knowledge - Up to 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 be able to understand best practices in overcoming the challenges facing ultra-wealthy families. Attendees will learn how to manage the complexities of family investment committees, describe the basics of direct investing, and how to serve on a family board.

Program Level: Overview | No prerequisites are required for any of the sessions. | Delivery Method: Group Internet Based


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.