FOX Family Advisor Training Program - September 20-21, 2023

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 September 20-21, 2023
Virtual modules on August 31, September 14, and November 2

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.