FOX Family Office Design Virtual Workshop - July 7-9, 2021

The FOX Family Office Design Workshop covers basic principles of a well-run family office and provides tools and techniques to professionalize the office. Come and learn the basics or get a refresher on how to improve operations and take your office, or the one you are planning, to the next level. With nearly 30 years of collective intelligence, FOX will share best practices regarding what steps to take, when to take them, and how to avoid costly mistakes and setbacks.

What to Expect

  • Understand the critical dimensions of a family office
  • Learn how a family office can support the family business, leverage its resources and when it may make sense to separate an embedded office from the business

  • Review the range of services that can be provided by a family office

  • Explore the talent and team structure needed to run an office

  • Gain insights into operational challenges and technology solutions

  • Learn about the cost of the office and total wealth management, plus what drives complexity

  • Identify methods for oversight of the family office and measuring performance

Workshop at a Glance

The workshop includes FOX proprietary concepts, practical solutions, and incorporates new data from our recent family office benchmarking survey. The program will be interactive, including presentations, case studies, discussion, and networking with your peers to share individual experiences.

Who Should Attend

Ideal for new family office and family business executives, family members considering starting a family office, individuals looking to improve operations of an early-stage family office, and others considering separating an embedded office from the business.

In order to use the PDF registration form, please download Adobe Acrobat Reader if not already installed on your device. Please be sure all required fields* are filled in before clicking “Email this Form to Register.” We also encourage you to use the website registration system below.

 

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  • About

Accessing the Event: This FOX Virtual Workshop will be delivered via an external conference platform. Some employers prevent access to external conference platforms from corporate VPN accounts. You may find it easiest to use a personal device to access this event. Please note that video content will be provided via Zoom.

REFUND POLICY: For event registrations, refunds of payments will be offered if the cancellation is made in writing to Family Office Exchange at events@familyoffice.com 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 Internet Based

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: www.NASBARegistry.org.