Webinars

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 doesn’t happen by accident, nor is it accomplished through the efforts of a...

FOX Public Webinar: Costs of the Family Office and Wealth Management Services

Feb 05 2019

Leveraging FOX proprietary benchmarking research, Charlie Grace, Managing Director at Family Office Exchange, will present data and concepts related to family office costs including wealth management services. He will also cover the important...

Webinar - 2019 Estate Planning Update

Feb 06 2019

  It’s been a little over a year since the 2017 Tax Act brought a multitude of changes to the tax code. As families continue to learn about the impact of the new law on their future, advisors await further guidance from the treasury department while...

FOX Public Webinar - Forging a New 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 investments in real estate and operating businesses - as they continue to...

Webinar - Late Cycle Private Equity Investing: Lessons from the Past and How to Manage Through

Feb 27 2019

  This session will focus on family office investors invested in private equity (PE) funds and/or direct investments and discuss where we are in the PE cycle. Beginning with a review of current data and trends in the PE markets, we will walk through...

Webinar - 2019 Cybersecurity Outlook

Mar 06 2019

  Description forthcoming...

Webinar - 2019 FOX Global Investment Survey Highlights

Apr 10 2019

  One of the most valuable benefits of FOX membership is the peer perspective gleaned by participating in FOX surveys. FOX's Kristi Kuechler, Managing Director of the Investor Market, joins us to provide highlights of what we learned in the 2019...

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