FOX Family Advisor Training Program - May 17-18, 2023


Wednesday, May 17, 2023 - 04:00am
Thursday, May 18, 2023 - 12:00pm

The FOX Family Advisor Training Program will equip wealth advisors and family office professionals with the qualitative skills needed to meet the demands of increasingly complex client relationships. Through a unique inside-out-approach, you will work on self-discovery and develop self-mastery to improve how you effectively engage with others – both your clients and your team.

Program Dates

In-Person May 17-18, 2023, Washington D.C. area and
Virtual modules April 19, May 3, and June 28
Registration closes on April 21st.

What to Expect

A paced learning approach with a cohort of peer advisors and family office professionals that begins with two virtual prep sessions, followed by a two day in-person intensive learning program, and concludes with a virtual application and accountability session.

  • Learn to adapt your communication style to build trust and long-term relationships with clients and your team.
  • Understand emotional intelligence to effectively navigate professional relationships and the emotions of others.
  • Develop an understanding of the stages of organizational change and the impact it has on people.
  • Understand how families evolve on their journey and how diversity and complexity impact each family.
  • Develop a comprehensive understanding on how to communicate with, develop and prepare the rising generation for ownership and leadership within the family enterprise.
  • Cultivate fundamental coaching skills to move into a “coaching role” with the client and to improve engagement in multi-disciplinary teams.
  • Understand the fundamentals of family systems. Gain ability to effectively identify and navigate complex family relationships.
  • Build ability to foster trust-building behaviors among family members that improves decision-making.
  • Curated resources and tools to manage your client relationships and advisory teams.

Who Should Attend

Registration is open to advisors and family office professionals with recurring interaction with families involving complex issues, such as family dynamics, rising gen prep, and succession planning. Advisors with an appetite to develop their own self-mastery as an aspiring or current team leader will also benefit from this program.

Registrations are subject to approval by FOX. Please note limited spaces are available.



Individual Attendees

Multiple Attendees
from the same family,
family office, or firm.


Washington D.C. Area + Virtual Modules

    REFUND POLICY: For event registrations, refunds of payment will be offered if the cancellation is made in writing to Family Office Exchange at prior to the start of the event. For more information regarding administrative policies please contact FOX office at: 312.327.1200.

    Field of Study: Management Services, Personal Development, Specialized Knowledge - Up to 10.5 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 adapt communication styles, develop emotional intelligence, build team leadership skills, manage change, understand how to prepare rising gen for ownership and leadership, navigate complex family relationships, and build trust to improve decision-making.

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

    Logo, company nameDescription automatically generatedFamily 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:


    Wednesday, April 19 | 1:00 - 2:30 pm (Virtual)

    All times listed are in U.S. Eastern Time.

    1:00 pm

    Virtual Session 1: Cohort Launch
    In addition to meeting your cohort, this first virtual session will provide a program overview, set expectations for the cohort learning model, and introduce the DiSC style inventory which you will complete after the session.

    Wednesday, May 3 | 1:00 - 2:30 pm (Virtual)

    1:00 pm

    Virtual Session 2: Style Inventory Interpretation
    To develop and lead others, you must first understand yourself. Complete the Everything DiSC to uncover your own effective communication style and inform how you communicate with, work with and lead others. In this second virtual session, we will conduct a first level interpretation of the Everything DiSC as a group to build self-awareness as preparation for the in-person intensive.

    Tuesday, May 16 | 6:30 pm (In-Person)

    6:30 pm         Welcome Happy Hour


    Wednesday, May 17 | 8:00 am – 4:30 pm (In-Person)

    8:00 am


    8:30 am

    Welcome & Introductions

    9:15 am

    Communication Styles & Emotional Intelligence 
    Gain an understanding of your own communication style and how to adapt it to build client relationships and improve team dynamics. Building on the knowledge and skills of communication, improve your emotional intelligence (EQ) to effectively navigate professional and client relationships and the emotions of others. 

    Jeff Strese, Family Learning & Leadership Consultant, FOX

    2.0 CPE | Personal Development

    11:10 amBreak

    11:25 am

    Family Systems
    Understand the fundamentals of family systems and patterns related to communication, culture, relationships, and succession.

    Mindy Kalinowski Earley, Chief Learning Officer, FOX

    0.5 CPE | Specialized Knowledge

    12:00 pm


    12:45 pm

    The Evolution of Multi-generational Families
    Understand how families evolve on their journey and how diversity and complexity impact each family enterprise. Learn 8 important questions to help families on their journey, and how you can help get them “un-stuck” when challenges arise.

    Sara Hamilton, Founder and Family Advisor, FOX 

    1.5 CPE | Specialized Knowledge

    2:15 pm


    2:30 pm

    Rising Gen Development
    Understand how to communicate with, develop and prepare the rising generation for ownership and leadership within the family enterprise. Strengthen working relationships with the next generation and learn how rising gen fit into and are impacted by family governance.

    Mindy Kalinowski Earley, Chief Learning Officer, FOX

    1.0 CPE | Specialized Knowledge

    3:30 pm

    Building Trust
    Gain skills needed to foster trust-building behaviors and consensus-building among family members to improve decision-making.

     Jeff Strese, Family Learning & Leadership Consultant, FOX

    1.0 CPE | Specialized Knowledge

    4:30 pm

    Day 1 Concludes

    6:00 pm

    Cocktails & Dinner

    Thursday, May 18 | 8:00 am – 3:00 pm (In-Person) 

    8:00 am


    8:30 am

    Reflections and Group Activity

    9:00 am

    Change Management 
    Develop an understanding of the stages of organizational change and the impact it has on families and organizations. Learn to guide clients through times of change and navigate change within your own organization. 

    Jeff Strese, Family Learning & Leadership Consultant, FOX

    1.5 CPE | Management Services

    10:30 am


    10:45 am

    Team Leadership
    Develop fundamental understanding and practice coaching skills to effectively coordinate multi-disciplinary client teams and lay the groundwork for navigating family dynamics. 

    Jeff Strese, Family Learning & Leadership Consultant, FOX

    1.0 CPE | Personal Development

    11:45 am


    12:45 pmAsk the Experts Panel Discussion
    1:15 pm

    Personal Development Plan and Closing
    Prepare a personal development plan to translate learning into action after the program and strengthen accountability. Discuss progress towards your plan during the final virtual session.   

    Jeff Strese, Family Learning & Leadership Consultant, FOX

    2.0 CPE | Personal Development

    3:00 pmProgram Concludes

    Wednesday, June 28 | 1:00 - 2:30 pm (Virtual)

    1:00 pmVirtual Session 3: Application and Accountability
    Reconnect with your cohort to discuss progress towards your personal development plan, share learnings, and explore solutions to challenges you are facing.



    FOX Presenters

    Sara Hamilton
    Founder and Family Advisor

    Founder, Family Advisor and Board Chair of Family Office Exchange (FOX), Sara is a recognized visionary in the private wealth community. While a trust officer at Harris Bank in Chicago in the late 1980s, Sara witnessed the emergence of family wealth management as an industry. Hundreds of U.S. families became centi-millionaires overnight through leveraged buyouts that spawned private financial offices commonly called family offices, to manage family assets and educate wealth owners. Sara was the first professional to recognize family offices as a complex market segment in wealth management.

    Sara founded the Family Office Exchange (FOX) in 1989 as a peer network for family office executives. Within 10 years, FOX could see that families needed help with their enterprise vision and managing financial transitions. As a result, FOX evolved into a strategist for family enterprises, a platform for sharing family wealth best practices, and an industry advocate for the importance of private capital in a global economy.

    Today, Sara provides strategic direction for FOX and leads the development of new programs and services supporting family enterprises, family office executives and wealth advisory firms in more than 20 countries. She was named one of the Top 50 Women in Wealth Management by Wealth Manager from 2010-2012 and 2019 Outstanding Thought Leader for Wealth Management by Family Wealth Report.

    Sara is the co-author of Family Legacy and Leadership: Preserving True Family Wealth in Challenging Times and serves on the executive education faculty of the University of Chicago Booth School of Business where she is an adjunct faculty member for their Private Wealth Management course, offered twice per year in Chicago. She is on the founding boards for the Private Directors Association in Chicago and the Foundation for Gender Equality in New York.

    FOX has built a unique resource team dedicated to serving multi-generational families, led by 15 technical experts who are supported by a dedicated team of 20 additional employees based in Chicago, New York, and Madrid.

    Mindy Kalinowski Earley, CMP, CFBA
    Chief Learning Officer, FOX Family Learning Center

    Mindy Kalinowski Earley is Chief Learning Officer for Family Office Exchange (FOX). In her role, she fosters integrated learning programs for enterprise families and is responsible for developing the family learning community. She co-chairs the FOX Rising Gen program and serves as an outsourced Chief Learning Office to FOX members. Mindy is inspired by helping people learn, grow, and discover how they will make personal and productive contributions, using their strengths and talents. 

    Mindy has held various roles in small and large family offices and has been responsible for creating and stewarding professional learning networks supporting human and intellectual capital. She has designed learning experiences that increase the knowledge base and enhance the life path of individuals while providing personalized support and coaching to help them meet their goals. As a Strong Interest Inventory facilitator with a certificate in Family Business Advising, she enjoys helping families and rising generation members navigate the unique world of family enterprise and family relationships by understanding that responsibility and intention pave a path to personal achievement and satisfaction. She has been featured in the New York Times, Family Business Magazine, Successful Generations podcast and is a regular speaker and facilitator. Mindy lives in Rockford, MI, with her husband, daughter, and Bernedoodle.

    Jeff Strese
    Family Learning & Leadership Consultant

    Jeff Strese is the Family Learning & Leadership Consultant at Family Office Exchange (FOX). As a consultant, Jeff has focused on multi-generational family enterprises, corporations, and mission-driven nonprofit organizations. He has more than 25 years of experience working across industries in the areas of leadership development, organizational effectiveness, and family dynamics. He holds certifications in family wealth and family business advising (CFWA, CFBA). 

    Jeff is passionate about helping family businesses and organizations create clarity out of the complex and inspiring leaders from all backgrounds to develop and master critical skills like coaching, communication and emotional intelligence. He has developed innovative programs to guide next-generation leaders to reach their full potential in a fast-paced, global economy. 

    Jeff has served as Chief Talent and Learning Officer (CTLO) at Tolleson Wealth Management, a multi-family office serving client families across the country. Prior to his role at Tolleson, Jeff served as the Chief Human Resources Officer (CHRO) at Southern Methodist University (SMU).