FOX Enterprise Family Workshop - July 13-15, 2021

 Your Family Enterprise is more than just the assets you own.  It includes your businesses, investment capital, estate structures and philanthropic endeavors, all of which are bound with a shared vision for legacy, business and community impact.

The FOX Family Enterprise workshop teaches how to design a long-term plan for your Family Enterprise, taking the full picture into account. Each element of the enterprise is related to the others, and an effective strategy considers the whole. The workshop will give you the tools you need to implement a vision and a plan for your family’s future together. Attendees will learn about developing a framework for their own Enterprise Family plan, a process for outlining critical action steps, and the key questions every enterprise must consider.

This workshop offers a thoughtful approach to organizing the complex dimensions of your family enterprise, once you have grown larger than an operating business. The event provides tools, templates, and strategies for building the family’s master plan. Attending this workshop will help you educate the family owners, align their interests, and get the action steps prioritized and implemented so the enterprise journey can continue from one generation to another.

What to Expect

  • Strategies for alignment and building a clear vision for the future of the enterprise
  • A roadmap for integrating goals across the family, the businesses, the foundation, and the family office
  • Tools to organize enterprise goals and allocate family capital
  • Advice on the best governance structure to support the goals defined
  • An understanding of leadership talents and transition strategies
  • Methods to engage family members in supporting the enterprise master plan

Who Should Attend

Ideal for family members, family office executives, and family board members who are seeking to establish a long-term vision for the entire family enterprise.

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Accessing the Event: This FOX Virtual Workshop will be delivered via an external conference platform. Some employers prevent access to external conference platforms from corporate VPN accounts. You may find it easiest to use a personal device to access this event. Please note that video content will be provided via Zoom.

REFUND POLICY: For event registrations, refunds of payments will be offered if the cancellation is made in writing to Family Office Exchange at 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.

Field of Study: Finance - Up to TBD 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: TBD

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

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: