Webinar - Highlights from the 2019 Family Office Study – Benchmarking

Sep 25 2019

  Demonstrating the value of a family office is no small task. The pressing priorities of an office often leave little room to fully comprehend the impact of all moving parts. The 2019 FOX Family Office Study explored several key components of...

FOX Public Webinar: FOX Trends & Insights 2019

Oct 08 2019

Family Office Exchange is committed to identifying trends and issues that have immediate and future impact on families of wealth. In this session, new FOX President Bill Sullivan and Chief Operating Officer Glen W. Johnson will share emerging...

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....

Webinar - Voice of the Ultra-Wealthy Family: Evolving Client Behaviors and the Impact on Advisors

Oct 23 2019

  According to FOX research, changing client behavior impacts what services need to be provided, how to develop talent and even the way firms articulate their value in the marketplace. In this webinar, we'll examine the shift in behavior which can ...

Webinar - Risk Management in Private Aviation: Finding the Safest Solution for Your Family

Nov 13 2019

  In this webinar, Dave Hewitt, Executive Vice President of Safety at Wheels Up and an aviation veteran with over 30 years’ experience, will educate you on the most important questions to ask and things to understand when looking for the safest...

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...