Webinar - Clarifying Learning Expectations for Rising Gen Engagement

Oct 16 2019

  For families engaging in strategic planning, the proverbial questions remain the same… What does the rising generation need to know? How do we deliver that? What should we expect from them? Intentional families consider these questions for years....

FOX Rising Gen Forum - October 27-28, 2019

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 who are in similar situations. The Forum provides a place where you can have...

Webinar - 5 Big Financial Integration Mistakes and How to Avoid Them

Nov 20 2019

  Financial integrations give companies a competitive edge. They allow for disparate systems to work synchronously. They eliminate the rekeying of data, enable the sharing of information across teams or departments, and allow for the gathering of...

2019 FOX Family Office Forum

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...

FOX Rising Gen Forum - May 5-6, 2019

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...

FOX Public Webinar - Agile Generation Succession – Maximizing the opportunities and minimizing the challenges

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...

2018 FOX Family Office Forum

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...

Private Call - May 17, 2016

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...

2015 FOX Fall Forum

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....