FOX Family Office Design Workshop - June 12-14, 2019

Building and Enhancing Your Family Office

Families and executives who are thinking about being more strategic and professionalizing their family office want to do it right. They want to know what steps to take, when to take them, and how to avoid costly mistakes and setbacks. Many can’t see down the road or don't know what component pieces will be needed to devise a family office and family enterprise strategy.

Recommended for: Wealth Owners and family office executives considering developing and improving their family office.

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  • About

Drawing on almost 30 years of experience and using our proprietary Family Office Blueprint™ process, FOX presents the Family Office Design Workshop designed for families thinking about developing and improving their family office.

This comprehensive, two-day workshop addresses issues – strategic and tactical – that family members and family office executives need to understand:

  1. Family Office Overview
  2. Governance Structure and Oversight of the Family Office
  3. Scope of Services and Delivery
  4. Talent and Team Structure
  5. Family Office Technology
  6. Costs of the Family Office
  7. Next Steps in the Design Process
  8. Best Practices and Measures of Success

The workshop includes the sharing of FOX proprietary concepts, practical solutions, and incorporates brand new data from our 2017 family office benchmarking survey. The program will be interactive, including presentations and discussion by senior facilitators and networking with your peers.

Family members and family office executives are encouraged to attend. We look forward to seeing you and your peers for this intimate workshop.

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 TBA 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: Upon completion of this program, participants will gain an understanding of the steps required, and mistakes to avoid, when developing an effective family office and family enterprise strategy. Additional program objectives include: insights regarding oversight of the family office, family office structures, services scope and delivery, costs of the family office, talent and team structure, technology and data security, performance metrics and best practices, and family office planning steps.

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: