Webinar - Modern Trusts: Roles and Responsibilities
Jun 10 2020
Trusts are often used for tax efficient wealth transfer and liability protection. In exchange for these benefits, however, trusts create certain obligations. Rooted in ancient times, the rules governing trusts are not always intuitive. ...
Webinar - Best Practices for Family Offices Working in a Remote Environment
Jun 17 2020
Four senior partners from Plante Moran’s family office services group will discuss, in a round table format, the challenges faced by family offices working in a remote environment and the evolving landscape of family office. They will share...
2020 FOX Global Investment Forum
Jul 14 2020 to Jul 17 2020
The 2020 FOX Global Investment Forum™ brings together the most sophisticated private capital investors across the FOX community. Learn what distinct approaches they’re forging in the midst of market volatility. Attendees will hear what’s on wealth...
Sep 21 2020 to Sep 23 2020
The 2020 FOX Family Office Forum™ brings together family office executives to focus on practical approaches to the many trends and issues affecting families and family offices. This forum is ideal for any executive that works within a family office...
FOX Rising Gen Forum - October 25-26, 2020
Oct 25 2020 to Oct 26 2020
The 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...
Webinar - Meaningful Moments in Financial Parenting
May 27 2020
Communicating financial values and nurturing financial skills in the next generation is a far more challenging enterprise for today’s family than it was for previous...
Webinar - 2020 Economic Outlook
Apr 08 2020
In the midst of the COVID-19 pandemic, the environment of highly valued equity markets has undergone a sudden shift to a bear market. What are the immediate term and...
Webinar - The Importance of Coaching for Learning and Development
Mar 25 2020
We rely on many different professionals in all facets of life to help us meet our goals, give us guidance and ensure our assets are protected. Accountants, attorneys,...
Webinar - Exploring the Limits of Irrevocable Trust Restructuring
Mar 11 2020
Join Rob Galloway and Lisa Canarick of Baker Hostetler LLP for a discussion of trends, learnings, opportunities and pitfalls regarding the restructuring of irrevocable...
Oct 27 2019 to Oct 28 2019
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...
Jul 16 2019 to Jul 17 2019
The 2019 FOX Family Office ForumTM brings together CEOs, HR managers, technology heads, and financial executives to focus on practical approaches to the many trends and...
May 05 2019 to May 06 2019
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...
2019 FOX Global Investment Forum
Mar 13 2019 to Mar 14 2019
The 2019 FOX Global Investment Forum™ brings together the most sophisticated investors of private capital across the FOX community, as family offices forge a distinct...
FOX Public Webinar - Forging a Direct Investment Path
Feb 19 2019
During this webinar, Kristi Kuechler will discuss how family office are forging ahead despite volatility and uncertainty in the markets– increasing their appetite for direct...
Jan 30 2019
Successful transitions between generations is a key differentiator in families that out-perform the shirtsleeves to shirtsleeves proverb. Effective generation succession...
2018 FOX Autumn Global Investment Forum
Sep 13 2018
The FOX Autumn Global Investment Forum™ brings together the most sophisticated investors of private capital across the FOX community, as they consider the challenges involved...
Jul 17 2018 to Jul 19 2018
The FOX Financial Executives Forum now has a new name: The FOX Family Office Forum.
Anyone who has attended recently knows that the scope of the conference expanded beyond...
FOX Public Webinar: Family Offices Reassess Their Investing Approach in the Midst of Disruption
Jun 06 2018
The investment and advisory industries are in the midst of a sea change as the forces of technology drive commoditization and fee compression.Family offices - tasked with the...
2018 FOX Spring Global Investment Forum
Mar 13 2018
The FOX Spring Global Investment Forum™ brings together the most sophisticated investors of private capital across the FOX community.
Private investors face increasing...
2017 FOX Autumn Global Investment Forum
Sep 12 2017
The FOX Autumn Global Investment Forum™ brings together the most sophisticated investors of private capital across the FOX community.
The Forum will address investors’...
2017 FOX Financial Executives Forum
Jul 18 2017 to Jul 19 2017
Catch up on the latest developments in technology, insurance, taxes, security, and family office processes at the 2017 FOX Financial Executives Forum.
Review solutions that...
2017 FOX Spring Global Investment Forum
Apr 04 2017
The FOX Spring Global Investment Forum™ brings together the most sophisticated investors of private capital across the FOX community to address the pivotal investment issues...
FOX Autumn Global Investment Forum 2016
Sep 15 2016
Agenda | Exhibitors | Speakers | Venue & Accommodations | Materials
The FOX Autumn Global Investment Forum™, September 15 in New York City, is designed to satisfy the...
FOX Financial Executives Forum 2016
Jul 19 2016 to Jul 20 2016
The FOX Financial Executives Forum is the industry’s premier event for critical family office updates and best practices. It’s the place to stay sharp and ensure that you...
Webinar - Office of the Beneficiary
May 25 2016
As families prepare for an unprecedented $30 trillion transition of generational wealth, the focus is turning from “WHAT” needs to be done to the all-important “HOW” this...
May 17 2016
As the low rate environment persists, those who are reviewing their alternative investment strategy might do well to consider making reinsurance part of their allocation....
FOX Spring Global Investment Forum 2016
Apr 06 2016
The FOX SPRING Global Investment Forum™ is a different kind of investment conference — it is for owners of investment capital and CIOs working for owners of investment...
Oct 21 2015 to Oct 23 2015
Seeking ways to keep all family members interested and involved in family matters is a key objective of most family offices. This year’s FOX Fall Forum provides a broad array...
2015 FOX Global Investment Forum
Sep 10 2015
Purpose of the Forum: The 2015 FOX Global Investment Forum will foster smart, investment focused conversations among peers on trends, opportunities, processes, and best...
2015 FOX Financial Executives Forum
Jul 21 2015 to Jul 22 2015
The FOX Financial Executives Forum is the premier event for critical family office updates and best practices. It’s the place to stay sharp and ensure that you are providing...
2015 FOX Investment Networks Meeting and Peer Exchange
Jun 04 2015
Members of the FOX Direct Investing Network and the Strategic CIO Network (SCION) are invited to learn how industry leaders and family CIOs are meeting the challenges and...
Webinar - Social Investing: A Conversation About the Journey
Nov 19 2014
Corporate Social Responsibility can be much more than a cost, a constraint or a charitable deed – it can be a source of opportunity, innovation and competitive edge....