FOX Family Office Design Workshop - June 24-27, 2025

Overview

Tuesday, Jun 24, 2025 - 10:00am
Friday, Jun 27, 2025 - 03:00pm
FOD
Location
Virtual
Event Resources

    The FOX Family Office Design Workshop for U.S. and International Families covers basic principles of a well-run family office and provides tools and techniques to create, run and professionalize the office.

    Plus, an extra day provides a foundation for exploration for embedded family offices and those still unsure if they want to create their own office vs. partnering with an outside firm.

    Attend to learn the basics or get a refresher on how to improve operations of an early-stage office and take your office, or the one you are planning, to the next level. With over 35 years of collective intelligence, FOX will share best practices regarding what steps to take, when to take them, and how to avoid costly mistakes and setbacks. The workshop will also include time for sharing and discussion about the questions most relevant to attendees.

    "This workshop provides a great overview and understanding of what a family office is, how other family offices apply best practices, and the challenges/focuses they face.”
    - Past Workshop Attendee

    Who Should Attend

    Ideal for new family office executives, family members considering starting a family office, or individuals looking to improve operations of an early-stage family office.

    • June 24:  Family Office/MFO Exploration (“Do We Want a Single-Family Office?”) 
    • June 25-27:  Global Family Office Design (“Yes, We Want an Office, But How?”)

    What to expect

    • Discover if a dedicated single-family office is right for you, and explore other options
    • Understand the critical dimensions of a family office
    • Review the range of services that can be provided
    • Explore the talent and team structure needed to run an office
    • Gain insights into operational challenges and technology solutions
    • Learn about the cost of running an office
    • Identify methods for oversight
    • Discuss global and regional differences that may impact the design and operations
    • Review case studies and best practices

    Workshop-at-a-Glance

    The workshop includes FOX proprietary concepts, practical solutions, and data from our recent family office benchmarking survey. The program will be interactive, including presentations, case studies, discussion, and networking with your peers to share individual experiences.

    Customized Complexity Report: 

    After the workshop, you will complete a Family Complexity Profile (1 per family.)  We will then prepare a personalized Complexity Report, showing how you compare to over 180 other peer families, helping you to better understand what in particular makes your family enterprise complex, and where you may need to allocate resources to effectively manage their wealth.  We will target workshop content to the participating families based on this information.

    Pricing

    Early Bird Rate:
    $600 off June 25 - 27 or June 24 - 27 (all four days) if registered by December 20, 2024
    $300 off June 25 - 27 or June 24 - 27 (all four days) if registered by June 6, 2025

     

    June 24 Only

      June 25-27   June 24-27
    (All Four Days)
    FOX Members
    Individual Attendee

    US$900

      US$3,650   US$4,300
               

    FOX Members
    Multiple Attendees
    from the same family/firm

    US$800

      US$3,250   US$3,850
               
    Non-Members
    Individual Attendee
    US$1,150   US$4,550   US$5,500
               
    Non-Members
    Multiple Attendees
    from the same family/firm
    US$1,050   US$4,100   US$5,200

    Registrations are subject to approval by FOX. 

    Tuesday, June 24 Family Office/MFO Exploration: (Do We Want a Single Family Office?")

    All times listed in U.S. Central Time and subject to modifications.
       
    10:00 am Introduction & Expectations
       
    10:30 am

    Why Separate the Family Office from the Business?
    Separating personal from company affairs is an essential best practice for business-owning families and transitioning successfully requires building a roadmap. Establishing a separate family office dedicated to each family member’s unique financial needs is a critical first step in managing assets across generations.

       
    11:20 am Buy or Build? Wealth Management Options
    After deciding to separate, several options exist, from outsourcing all the services to a multi-family office (MFO) to creating your own dedicated single family office (SFO). We will address the reasons you might choose one option, and the pros and cons of each.
       
    11:55 am Group Discussion
       
    12:10 pm Break
       
    12:30 pm How to Select an MFO or Other Partner
    If you’ve decided to outsource to an MFO, there are still a multitude of choices and types of advisors and firms. We will review how to choose your type, and how to select a particular firm.
       
    1:15 pm Day 1 Concludes
       

    Wednesday, June 25 Family Office Design Workshop

    All times listed in U.S. Central Time and subject to modifications.
       
    10:00 am Introductions & Expectations
       
    10:15 am

    Family Office Goals & Roles and Scope of Services & Service Delivery 
    Defines and introduces building blocks and sophisticated concepts behind family offices including reasons to form and maintain an office, various types, evolution, functions and purpose, and other attributes of offices. The office’s central role as risk manager and other roles are introduced.

    Sets forth the universe of services provided by family offices and how they are delivered in a customized and integrated manner to meet the technical requirements of managing a family’s wealth and enhance family meetings, educate the next generation, among other benefits.

       
    11:25 am Break
       
    12:00 pm  Interview
       
    12:45 pm Day 2 Concludes
       

    Thursday, June 26 Family Office Design Workshop

    All times listed in U.S. Central Time and subject to modifications.
       
    10:00 am Technology to Support the Family Office - Part 1

    The Technology of the Family Office is a direct reflection of family goals, office roles, and scope of services. This session will focus on the architecture of technology that integrates the core aspects of the office and how the overall hub to Technology is the family itself.

       
    10:50 am Organization & Team Structure 
    Introduces the notion that the values and integrity of the family office staff has the greatest impact on the office’s success. This session examines the roles and responsibilities of staff members, organizational structures, mapping of key skills to services, coordination and oversight of third-party advisors, and compensation.
       
    11:35 am Break
       
    12:00 pm

    Complexity & Cost of the Family Office 
    Family offices have a wide range of costs and the important relationship between cost, breadth of service, and complexity will be explored.  A review of the Complexity Profiles and its impact on the total cost of wealth management will also be examined. 

       
    12:45 pm Breakouts
       
    1:00 pm Day 3 Concludes
       

    Friday, June 27 Family Office Design Workshop

    All times listed in U.S. Central Time and subject to modifications.
       
    10:00 am Technology to Support the Family Office - Part 2

    The Technology of the Family Office is a direct reflection of family goals, office roles, and scope of services. This session will focus on the architecture of technology that integrates the core aspects of the office and how the overall hub to Technology is the family itself.

       
    10:50 am Ownership & Governance 
    Provides an understanding of family office board structures and functions as well as decision-making processes in family offices, with reference to mission, leadership, and succession. Benefits of governance and appropriate degrees of formality are addressed.
       
    11:35 am

    Initial Design, Next Steps for Your Office, Case studies and Q&A 
    Through concepts and templates provided to participants during the session, this discussion will focus on strategies for designing and refining your family office.

    Review specific examples of various types of single-family offices and why families will utilize different structures as well as objectives for these offices.

       
    12:20 pm Break
       
    12:45 pm Advisor Presentation
    Coming soon.
       
    1:30 pm Breakouts
       
    1:45 pm Day 4 Concludes
       
       
    Speakers

    Chris Herbert, Relationship Manager at FOX
    Chris Herbert
    Senior Relationship Manager​, FOX

    Chris Herbert is a Relationship Manager at Family Office Exchange (FOX). He brings to his role a background that is rooted in the Financial Services Industry, having served in the areas of commercial and private banking, as well as Family Business Services. As a senior relationship manager, Chris works with financial families to understand their objectives and provides guidance to help address their unique needs through the resources available at FOX.​

    Prior to joining FOX, Chris worked in the Family Business Division at The Northern Trust Company, where he managed a portfolio of family business assets that are associated with closely-held corporations and partnerships held in trusts and estates. He has experience with assets in a variety of industries, such as, manufacturing, publishing, investing, agriculture, and real estate. Chris also has a background in commercial lending and trust administration. Earlier in his career, he worked as a legal researcher for a well-respected, Chicago-based, intellectual property consulting firm, which specialized in litigation/valuation advisory services.​

    Chris holds an M.B.A. in International Business and Marketing from the Brennan School of Business at Dominican University.​

    Kent Lawson, Director, Technology Integration Services at FOX
    Kent Lawson
    Chief Operations Officer, FOX

    Kent Lawson is the Chief Technology Officer at Family Office Exchange (FOX). With 25 years of experience as a leader in the wealth management industry, and a deep focus in technology for the family office, Kent’s expertise in consulting, project management, analysis, and diligence around technology drives the FOX Technology Marketplace.

    Prior to joining FOX, Kent had an established relationship with FOX as a market leader and as a member. Through his previous role with an enterprise family office and as a contributor to FOX forums, Kent brings over a decade of experience serving at the executive level within a single family office. His expertise in wealth management spans a variety of disciplines, including investment operations, technology, and compliance via working with RIAs, the SEC, and Global Investment Performance Standards (GIPS). He also served as a business analyst and consultant for Advent Software, as COO of a trust company, and other technology solution vendors. Kent also founded an outsource COO firm in the wealth management industry providing strategic leadership as a trusted advisor.

    With a degree in Music Performance from Ball State University, Kent spent his early years performing as a jazz saxophonist and married another musician, which led him to his “day job” within the wealth industry as a part-time file clerk with an RIA. His background in creativity and thinking outside the box provided the foundation needed for designing innovative solutions in business process and technology making him perfectly suited for the family office industry.

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    Scott Muench
    Managing Director of Membership, FOX

    Scott Muench is the Managing Director of Membership at Family Office Exchange (FOX). In his role, Scott leads all aspects of the Financial Family market at FOX, defined as those families who no longer own an operating company and family office executives serving these families. In addition, Scott is also responsible for leading, coaching, and managing our Relationship Management team and overseeing the overall member experience.

    Scott has over twenty-five years as an institutional and ultra-high net worth investment professional, including working at SEI Investments as head of the Defined Contribution national market, working with plan sponsors on target-date fund and core investment strategy implementation. This experience working with investment committees and professionals enhanced a strong background in asset allocation, capital markets, and strategic and tactical instruments. Scott also worked at Northern Trust Asset Management as a managing director for the eastern region of the United States, working with large complex corporate institutions and asset owners, including foundations, endowments, pension plans, and ultra-high-net-worth families. Scott's experience at Northern Trust also includes the Global Family and Private Investment Office Group. He led a team of investment relationship managers working with families, family offices, and investment consultants to implement strategies to meet personal financial goals. In addition, Scott managed the team working with 400+ family offices to achieve tax efficiency and superior risk-adjusted returns.

    Scott received his Bachelor of Science degree in Finance from Northern Illinois University. He earned his Master's in Business Administration with concentrations in finance and accounting from DePaul's Kellstadt Graduate School of Business.

    Miguel López de Silanes Gómez, Market Leader, International at FOX
    Miguel López de Silanes Gómez
    Market Leader, International​, FOX

    Miguel López de Silanes Gómez is the international market leader at the Family Office Exchange (FOX). He is responsible for delivering FOX services to current members, and actively works to expand the network in Europe and Latin America. His base is in Madrid, but he spends half of his time in Latin America.

    Miguel has most recently been director of the family office for one of Europe’s leading real estate families, with specific responsibility for designing and implementing the family’s investment strategy and for providing owner education to the younger family members.

    Previously, he worked at UBS Wealth Management in New York, Chile, and other locations in Latin America. He began his career at Bain & Company as an Associate Consultant in London and Madrid. He has an M.B.A. from Harvard Business School and a B.A. in Economics from Universidad Pontificia Comillas (ICADE) in Madrid.​

    David F. Toth, Managing Director at FOX
    David F. Toth
    President of Membership, FOX

    David Toth is the President of Membership at Family Office Exchange (FOX) and is market leader for FOX’s Wealth Advisor members. In his role, he serves as Co-Chair for Multi-Family Office and Integrated Wealth Advisor Councils. He also Co-Chairs the Strategic Chief Investment Officer Council, a peer group for family office CIOs. 

    David serves as relationship manager for select wealth advisors and families providing strategic guidance, access to essential research and offers key insights on issues of importance to them. He has authored, presented, and consulted on topics ranging from client experience and pricing strategies to talent management. 

    He is as a member of the FOX leadership team, helping to develop and execute strategies designed to better meet member’s evolving needs. David also participates in the development of new research and thought leadership for FOX members.  

    David brings over thirty years of wealth and investment management, marketing, and strategic consulting experience to FOX and its members. He held key leadership positions in the Asset Management Division at PNC Financial formulating and implementing growth strategies that helped to more than double the size of their wealth and ultra-high net worth businesses. 

    David earned a B.B.A. majoring in Marketing and an M.B.A. majoring in Finance & Economics from University of Michigan and the University of Detroit/Mercy, respectively. In addition, David has completed Leadership and Executive Development programs at the University of Pennsylvania’s Wharton School. 

    Elizabeth J. Whitlow, Senior Relationship Manager, Family Office Exchange
    Elizabeth J. Whitlow, CFP®, RMA®
    Senior Relationship Manager, FOX

    Betsy Whitlow is a Senior Relationship Manager at Family Office Exchange (FOX). In this role, Betsy is passionate and committed to forging partnerships that not only achieve immediate objectives for FOX members, but also align with their long-term legacy goals. She has a deep background in providing family offices and family members with personalized advice about the growth, preservation and transfer of wealth.

    She has been working with Family Offices for over twenty years, most recently coming to FOX from a dynamic fifth generation, 150-member, single family office. There she provided advisory services around sophisticated estate tax planning structures, investment strategy, risk management, philanthropy and road mapping the financial future for her clients. She also developed a Rising Gen outreach and education program for the family.

    Prior to this, Betsy worked in Northern Trust’s Global Family & Private Investment Office group and BMO Family Office in senior banking relationship roles. In these roles, she acted as both quarterback and chief problem solver for liquidity risk management needs for individual family members, trusts and family offices.

    Betsy has been a CFP® since 2007 and to meet the growing needs of her clients, she also became a Retirement Management Advisor® in 2022. Betsy graduated from Wittenberg University in Ohio with a degree in Political Science.

    How do I access the Workshop?

    Prior to the workshop we will provide you with instructions via email to access the event portal.

    What is the time zone?

    All published times are in U.S. Central Time.

    Can other people see me, and if so – what is the dress code?

    FOX encourages attendees to turn their cameras on during sessions. Business casual attire is recommended.


    My question isn’t here, how can I get additional help?

    Please email events@familyoffice.com and we’ll be delighted to assist you.

    Field of Study: Information Technology and Specialized Knowledge - Up to 9.6 CPE credits can be earned by attending this event. CPE credits are accepted at the option of state certifying boards. Requirements, compliance procedures and acceptance may vary by state.

    Learning Objectives: Upon completion of the program, participants will be able to assess and inventory their personal skills, understand family systems and patterns, develop ownership and leadership skills, and cross generational bridges. 

    Program Level: Overview | No prerequisites are required for any of the sessions. | Delivery Method: Virtual


    Family Office Exchange is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.

     

    REFUND POLICY: For event registrations, refunds of payments will be offered if the cancellation is made in writing to Family Office Exchange at events@familyoffice.com five (5) or more business days prior to the start of the event. For more information regarding administrative policies please contact FOX office at: 312.327.1200.