This workshop will be focused on best practices to enhance existing single family offices. While optimization of talent, services, cost, technology, and procedures in family offices will be examined, this workshop will focus on strategic planning, goal setting, governance, leadership and succession, communication, and benchmarking. Participants will gain an understanding of best practices and insights to help maximize alignment between the office and the family. The workshop will be led by FOX subject matter experts along with other industry expert in the family office space.
WHO SHOULD ATTEND
Attendance at the workshop will be limited to wealth owners and single family office executives with an established office. FOX shall qualify participants and limit the number of attendees to enhance the peer exchange and quality of the dialogue.
Sign in to register
REFUND POLICY: For event registrations, refunds of payments will be offered if the cancellation is made in writing to Family Office Exchange at firstname.lastname@example.org 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.