FOX Family Enterprise Workshop - June 15-17, 2020

The FOX Family Enterprise Workshop will show you and your family how to design a long-term plan for your Family Enterprise. You will gain an understanding of the tools needed to implement a vision and a plan for your family’s future together. Attendees will learn about developing a framework for their own family enterprise plan, a process for outlining critical action steps, and the key questions every enterprise must consider.


  • 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


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


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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 Live Program

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: