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.” - 2020 Attendee
November 13-16, 2023
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.