FOX Family Office Design Workshop - June 25-28, 2024


Tuesday, Jun 25, 2024 - 10:00am
Friday, Jun 28, 2024 - 01:45pm

Event Resources

    The FOX Family Office Design Workshop for U.S. and International Families covers basic principles of a well-run family office and provides tools and techniques to create, run and professionalize the office.

    Plus, an extra day provides a foundation for exploration for embedded family offices and those still unsure if they want to create their own office vs. partnering with an outside firm.

    Attend to learn the basics or get a refresher on how to improve operations of an early-stage office 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. The workshop will also include time for sharing and discussion about the questions most relevant to attendees.

    "This workshop provides a great overview and understanding of what a family office is, how other family offices apply best practices, and the challenges/focuses they face.”
    - Past Workshop Attendee

    Who Should Attend

    Ideal for new family office executives, family members considering starting a family office, or individuals looking to improve operations of an early-stage family office.

    • June 25:  Family Office/MFO Exploration (“Do We Want a Single-Family Office?”) 
    • June 26-28:  Global Family Office Design (“Yes, We Want an Office, But How?”)

    What to expect

    • Discover if a dedicated single-family office is right for you, and explore other options
    • Understand the critical dimensions of a family office
    • Review the range of services that can be provided
    • Explore the talent and team structure needed to run an office
    • Gain insights into operational challenges and technology solutions
    • Learn about the cost of running an office
    • Identify methods for oversight
    • Discuss global and regional differences that may impact the design and operations
    • Review case studies and best practices


    The workshop includes FOX proprietary concepts, practical solutions, and 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.

    Customized Complexity Report: 

    After the workshop, you will complete a Family Complexity Profile (1 per family.)  We will then prepare a personalized Complexity Report, showing how you compare to over 180 other peer families, helping you to better understand what in particular makes your family enterprise complex, and where you may need to allocate resources to effectively manage their wealth.  We will target workshop content to the participating families based on this information.


    Early Bird Rate: $300 off June 26 - 28 or June 25 - 28 (all four days) if registered by June 7


    June 25 Only

      June 26-28   June 25 - 28
    (All Four Days)
    FOX Members
    Individual Attendee


      US$3,400   US$4,150

    FOX Members
    Multiple Attendees
    from the same family/firm


      US$3,000   US$3,750
    Individual Attendee
    US$1,150   US$4,350   US$5,400
    Multiple Attendees
    from the same family/firm
    US$1,050   US$3,900   US$4,850

    Registrations are subject to approval by FOX. 

    Tuesday, June 25 Family Office/MFO Exploration: (Do We Want a Single Family Office?")

    All times listed in U.S. Central Time and subject to modifications.
    10:00 am Introduction & Expectations
    10:30 am

    Why Separate the Family Office from the Business?
    Separating personal from company affairs is an essential best practice for business-owning families and transitioning successfully requires building a roadmap. Establishing a separate family office dedicated to each family member’s unique financial needs is a critical first step in managing assets across generations.

    11:20 am Buy or Build?  Wealth Management Options
    After deciding to separate, several options exist, from outsourcing all the services to a multi-family office (MFO) to creating your own dedicated single family office (SFO). We will address the reasons you might choose one option, and the pros and cons of each.
    11:55 am Group Discussion
    12:10 pm Break
    12:30 pm How to Select an MFO or Other Partner
    If you’ve decided to outsource to an MFO, there are still a multitude of choices and types of advisors and firms. We will review how to choose your type, and how to select a particular firm.
    1:15 pm Day 1 Concludes

    Wednesday, June 26 Family Office Design Workshop

    All times listed in U.S. Central Time and subject to modifications.
    10:00 am Introductions & Expectations
    10:15 am

    Family Office Goals & Roles and Scope of Services & Service Delivery 
    Defines and introduces building blocks and sophisticated concepts behind family offices including reasons to form and maintain an office, various types, evolution, functions and purpose, and other attributes of offices. The office’s central role as risk manager and other roles are introduced.

    Sets forth the universe of services provided by family offices and how they are delivered in a customized and integrated manner to meet the technical requirements of managing a family’s wealth and enhance family meetings, educate the next generation, among other benefits.

    11:25 am Break
    12:00 pm  Interview 
    What is it really like to set up a new single-family office? Hear directly from our guest(s) reflecting on what worked well and unexpected challenges as they navigated the family office landscape. Participants will have the opportunity to ask questions of our guest speaker in this interactive session.
    12:45 pm Day 2 Concludes

    Thursday, June 27 Family Office Design Workshop

    All times listed in U.S. Central Time and subject to modifications.
    10:00 am Technology to Support the Family Office - Part 1

    The Technology of the Family Office is a direct reflection of family goals, office roles, and scope of services. This session will focus on the architecture of technology that integrates the core aspects of the office and how the overall hub to Technology is the family itself.

    10:50 am Organization & Team Structure 
    Introduces the notion that the values and integrity of the family office staff has the greatest impact on the office’s success. This session examines the roles and responsibilities of staff members, organizational structures, mapping of key skills to services, coordination and oversight of third-party advisors, and compensation.
    11:35 am Break
    12:00 pm

    Complexity & Cost of the Family Office 
    Family offices have a wide range of costs and the important relationship between cost, breadth of service, and complexity will be explored.  A review of the Complexity Profiles and its impact on the total cost of wealth management will also be examined. 

    12:45 pm Breakouts
    1:00 pm Day 3 Concludes

    Friday, June 28 Family Office Design Workshop

    All times listed in U.S. Central Time and subject to modifications.
    10:00 am Technology to Support the Family Office - Part 2

    The Technology of the Family Office is a direct reflection of family goals, office roles, and scope of services. This session will focus on the architecture of technology that integrates the core aspects of the office and how the overall hub to Technology is the family itself.

    10:50 am Ownership & Governance 
    Provides an understanding of family office board structures and functions as well as decision-making processes in family offices, with reference to mission, leadership, and succession. Benefits of governance and appropriate degrees of formality are addressed.
    11:35 am Initial Design & Next Steps for Your Office  
    Through concepts and templates provided to participants during the session, this discussion will focus on strategies for designing and refining your family office.
    12:20 pm Break
    12:45 pm Corporate Transparency Act: Do You Know Where Your Entities Stand?
    1:10 pm Case Studies & Action Steps and Q&A
    Review specific examples of various types of single-family offices and why families will utilize different structures as well as objectives for these offices. 
    1:30 pm Breakouts
    1:45 pm Day 4 Concludes

    FOX Presenters

    Gaby Griffin
    Managing Director, Council Memberships

    Gaby Griffin the Managing Director of Council Memberships at Family Office Exchange (FOX). In her role, Gaby leads the overall Family Office Council experience and manages multiple councils. She provides members the opportunities to learn from and share ideas with highly accomplished and hard-to-find peers in a confidential environment. No matter what hat she’s wearing, her goal is simple – to create value for families by providing objective guidance and timely relevant information to help make informed decisions. Gaby takes a very personalized approach to her relationship management practice and has built client and advisory relationships that span over two decades. She also serves as a member of the FOX leadership

    Gaby brings 25 years of wealth management, corporate , investment, and strategic advisory experience to FOX and its members. Gaby joined FOX from Capital Group Private Client Services. Prior to that, she held leadership positions at LaSalle Bank NA advising business owners, their families and family offices, as well as working directly with ultra-high net worth clients as a relationship manager for Abbot Downing. Gaby has been involved with the FOX community for over 20 years.

    Gaby earned a B.A. in Political Science from the University of Wisconsin at Madison. She obtained a Certified Private Wealth Advisor (CPWA®) designation at the University of Chicago Booth School of Business in 2013. Gaby is a member of the Chicago Estate Planning Council (CEPC). Ms. Griffin served on the Board of Trustees and Executive Board for Victory Gardens Theater from 2012-2020. Additionally, she has held several other positions in the non-profit sector and other professional organizations over her career.

    Kent Lawson
    Chief Technology Officer

    Kent Lawson is the Chief Technology Officer at Family Office Exchange (FOX). With 25 years of experience as a leader in the wealth management industry, and a deep focus in technology for the family office, Kent’s expertise in consulting, project management, analysis, and diligence around technology drives the FOX Technology Marketplace.

    Prior to joining FOX, Kent had an established relationship with FOX as a market leader and as a member. Through his previous role with an enterprise family office and as a contributor to FOX forums, Kent brings over a decade of experience serving at the executive level within a single family office. His expertise in wealth management spans a variety of disciplines, including investment operations, technology, and compliance via working with RIAs, the SEC, and Global Investment Performance Standards (GIPS). He also served as a business analyst and consultant for Advent Software, as COO of a trust company, and other technology solution vendors. Kent also founded an outsource COO firm in the wealth management industry providing strategic leadership as a trusted advisor.

    With a degree in Music Performance from Ball State University, Kent spent his early years performing as a jazz saxophonist and married another musician, which led him to his “day job” within the wealth industry as a part-time file clerk with an RIA. His background in creativity and thinking outside the box provided the foundation needed for designing innovative solutions in business process and technology making him perfectly suited for the family office industry.

    Miguel López de Silanes Gómez
    Market Leader, International

    Miguel López de Silanes Gómez is the international market leader at the Family Office Exchange (FOX). He is responsible for delivering FOX services to current members, and actively works to expand the network in Europe and Latin America. His base is in Madrid, but he spends half of his time in Latin America. 

    Miguel has most recently been director of the family office for one of Europe’s leading real estate families, with specific responsibility for designing and implementing the family’s investment strategy and for providing owner education to the younger family members.  

    Previously, he worked at UBS Wealth Management in New York, Chile, and other locations in Latin America. He began his career at Bain & Company as an Associate Consultant in London and Madrid. He has an M.B.A. from Harvard Business School and a B.A. in Economics from Universidad Pontificia Comillas (ICADE) in Madrid.

    How do I access the Workshop?

    Prior to the workshop we will provide you with instructions via email to access the event portal.

    What is the time zone?

    All published times are in U.S. Central Time.

    Can other people see me, and if so – what is the dress code?

    FOX encourages attendees to turn their cameras on during sessions. Business casual attire is recommended.

    My question isn’t here, how can I get additional help?

    Please email and we’ll be delighted to assist you.

    Field of Study: Information Technology and Specialized Knowledge - Up to 9.6 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 the program, participants will be able to assess and inventory their personal skills, understand family systems and patterns, develop ownership and leadership skills, and cross generational bridges. 

    Program Level: Overview | No prerequisites are required for any of the sessions. | Delivery Method: Virtual

    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:


    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.