FOX Family Office Best Practices Workshop - June 17-19, 2020

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.  



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.   


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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: