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Even in a time of crisis, a wealth of new opportunities exist. These interactive events allow FOX members to explore investment ideas, deals under way, or opportunities being considered.

FOX Investment Opportunity Exchange - June 2, 2020

Jun 02 2020

  Please join us on Tuesday, June 2, from 10:30 am to 11:30 am CT, for our monthly FOX Investment Opportunity Exchange. This live, interactive event for FOX Members is intended to share investment ideas, deals under way, or opportunities being...

Live 60-minute briefings from experts on a variety of topics. CPE credit is available for participants.

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 generations. Social media, easy access to information through search engines, and...

FOX Public Webinar: The State of the Ultra-Wealth Advisory Business 2020

Jun 03 2020

The ultra-wealth business continues to perform well, but not without some growing pains. While advisors to families of wealth benefited from strong markets in 2019 they are experiencing costs rising faster than revenues. Now that we are in the...

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...