Workshops

FOX Family Enterprise Thinking Workshop - December 5-6, 2018

Chicago

December 5-6, 2018 | Chicago, IL There are many complexities that come with being a family enterprise. What starts out as a family business gradually evolves into multiple...

2019 FOX Private Trust Company Workshop

Feb 20-21, 2019  |  Location TBA Creating a Private Trust Company (PTC) is a time-tested strategy that provides a flexible structure to support families across generations,...

FOX Family Office Design Workshop - November 14-15, 2018

Chicago | Nov 14 2018 to Nov 15 2018

November 14-15, 2018  |  Chicago, ILDeveloping and Improving Your Family OfficeFamilies and executives who are thinking about being more strategic and professionalizing their family office want to do it right. They want to know what steps...

2018 FOX Family Security Workshop

| Jul 18 2018 to Jul 19 2018

OverviewWith serious new challenges to the safety and security of prominent families arising each day, this seems like a good time to come together to hear from experts about the steps we need to take to protect our clients. The FOX Family Security...

FOX Family Enterprise Thinking Workshop - June 26-27, 2018

The Chicago Gleacher Center | Jun 26 2018 to Jun 27 2018

There are many complexities that come with being a family enterprise. What starts out as a family business gradually evolves into multiple businesses, major real estate holdings, multi-generational ownership structures and investment portfolios,...

2018 FOX Trustees and Beneficiaries Workshop

The Metropolitan | Jun 19 2018 to Jun 20 2018

FOX is pleased to offer the FOX Trustees and Beneficiaries Workshop on June 19-20, 2018 in Chicago. This workshop is one of the very few places trustees and beneficiaries get the high-quality, objective, and non-commercial training they need to...

FOX Family Office Design Workshop - June 12-13, 2018

University of Chicago Gleacher Center | Jun 12 2018 to Jun 13 2018

June 12-13, 2018  |  Chicago, ILDeveloping and Improving Your Family OfficeFamilies and executives who are thinking about being more strategic and professionalizing their family office want to do it right. They want to know what steps to...

FOX Family Office Best Practices Workshop - Australia - March 6, 2018 - POSTPONED

The Langham Melbourne | Mar 06 2018

This Workshop has been postponed. Please contact Events at 312.327.1221 with any questions.March 6, 2018  |  Melbourne, AustraliaDeveloping and Improving Your Family OfficeFamilies and executives who are thinking about being more strategic...

2018 FOX Private Family Trust Company Workshop

Fort Lauderdale | Feb 21 2018 to Feb 22 2018

Feb 21-22, 2018  |  Fort Lauderdale, FLPrivate Family Trust Companies (PFTCs) have evolved from a new concept to one that is now established and used widely by family enterprises as a strategy for managing increasing complexity within...

The FOX Family Office Design Workshop

University of Chicago Gleacher Center | Nov 14 2017 to Nov 15 2017

View the 2018 Workshop, June 12-13 in Chicago, here.  Developing and Improving Your Family OfficeFamilies and executives who are thinking about being more strategic and professionalizing their family office want to do it right. They want...

The FOX Trustees and Beneficiaries Workshop

Georgia Tech Hotel and Conference Center | Jun 20 2017 to Jun 21 2017

This workshop is one of the very few places trustees and beneficiaries get the high-quality, objective, and non-commercial training they need to fulfill their roles in an informed and confident way.Download Brochure

The FOX Family Enterprise Workshop - June 8-9, 2017

Rockefeller & Co. | Jun 08 2017 to Jun 09 2017

Download the BrochureEvolving Beyond the Business to a Family Enterprise View“Family enterprise” is the term used to describe the successful families that understand their collective wealth as broader than the family business or the financial wealth...

The FOX Family Enterprise Master Class - Australia

InterContinental Melbourne | Feb 10 2017

Download the Brochure to Register Developing a Family EnterpriseMindsetHelping enterprise families design and implement their long-term vision“Family enterprise” is the term used to describe the successful families that understand their...

FOX Family Enterprise Experience - A New FOX Workshop

University of Chicago Gleacher Center | Sep 27 2016 to Sep 29 2016

Download the BrochureEnterprise families are the most prepared to preserve the family and its wealth and well-being for future generations. Families who are successful in establishing an enterprise view tell us it is an evolving process that...

FOX Trustees and Beneficiaries Workshop - June 22-23, 2016

Princeton Club of New York | Jun 22 2016 to Jun 23 2016

The FOX Trustees and Beneficiaries Workshop will provide attendees a deeper understanding of the core trustee duties and powers as well as the trustee’s responsibilities for educating and mentoring the beneficiaries.Download the Brochure 

Family Office Design Workshop - June 8-9, 2016

Westin Chicago River North | Jun 08 2016 to Jun 09 2016

Download the BrochureFamilies who are thinking about starting or refining a family office want to do it right. They want to know what steps to take, when to take them, and how to avoid costly mistakes. But they can’t see down the road to know what...

2015 Trustees and Beneficiaries Workshop

Convene Conference Center | Nov 17 2015 to Nov 18 2015

The FOX Trustees and Beneficiaries Workshop will provide attendees a deeper understanding of the core trustee duties and powers as well as the trustee’s responsibilities for educating and mentoring the beneficiaries.Download Brochure

2015 Family Office Design Workshop - May 5-6

University of Chicago Gleacher Center | May 05 2015 to May 06 2015

When families are thinking about forming a family office, or are new to the world of setting up a family office, they want to get things right from the start. They want to know what steps to take, when to take them, and how to avoid costly mistakes...

FOX Private Family Trust Company Symposium

Gleacher Center | Sep 22 2014 to Sep 23 2014

Veteran observers estimate that over 250 families have embraced the Private Family Trust Company (PFTC) as their robust and highly suitable structure for achieving the multi-generational goals of wealth preservation, stewardship and promoting...

Family Education Workshop - Norway

Hotel Scandic Fornebu | Jun 19 2014

Save the Date for this workshop on:Legacy and Succession Planning

The Trustee Workshop: Preparing for Duty as a Family Trustee

Dallas, TX | Nov 19 2013 to Nov 20 2013

This day and a half workshop will provide attendees a deeper understanding of the core trustee duties and powers as well as the trustee's responsibilities for educating and mentoring the beneficiaries.

Family Business Owner Series: How to Manage Family Business Risks

New York, NY | Nov 06 2013

This half day meeting on managing risk convenes family leaders of business owning families to discuss the process of identifying and isolating risks within the family enterprise, specifically relating to business and liquidity financing.

Family Business Owner Series: Building an Effective Board and the Role of Outsiders

Atlanta, GA | Oct 08 2013

This half day meeting helps family leaders of business owning families explore the process of building a strong family business, family office or philanthropic board, and the steps families should consider when introducing non-family board members.

Grantors, Trustees, and Beneficiaries: A New Look at Roles and Responsibilities

Chicago, IL | Jun 04 2013 to Jun 05 2013

This day and a half workshop will provide attendees a deeper understanding of the core trustee duties, skills and traits required to manage the personal demands and obligations of trusteeship.

Family Office Design & Best Practices Workshop

Chicago, IL | May 13 2013 to May 14 2013

This day and a half workshop is designed for leaders of newly liquid families and newly established family offices. This workshop will cover the best-practice steps one should should take when establishing a formal family office. 

Family Leadership Succession Workshop: Developing a Roadmap for Successful Leadership Transition

Chicago, IL | Apr 22 2013 to Apr 23 2013

This day and a half workshop uses collaborative group work and interactive dialogue to walk family leaders through the leadership succession process.

Family Business Owner Roundtable: Building an Effective Board and the Role of Outsiders

Chicago, IL | Feb 25 2013

The Family Business Owner Roundtable is a half day meeting where family leaders of business owning families convene to discuss the process of building a strong family board and the steps families should consider when introducing non-family board...

Grantors, Trustees, and Beneficiaries: A New Look at Roles and Responsibilities

New York, NY | Nov 28 2012 to Nov 29 2012

This workshop looks at the role of the trustee – their fiduciary expectations and requirements and the bounds of their authority – from multiple perspectives. Expert speakers will review best practices in trust administration and discuss strategies...

Wealth Advisor Master Class

New York, NY | Sep 12 2012 to Sep 14 2012

FOX brings its extensive knowledge of wealth owners’ needs and their expectations of advisors to a new course for individuals and firms interested in strengthening their sales and delivery of integrated services to ultra-high-net-worth families.

Family Leadership Succession: Developing a Roadmap for Successful Leadership Transition

New York, NY | Sep 10 2012 to Sep 12 2012

Great family enterprise leaders are invaluable. The best are stewards and teachers, historians and architects. They are very often parents or grandparents. For most family enterprises, a change in leadership is hard to conceive and generally...