FOX Family Office Design Workshop - November 19-20, 2019

We have helped many families design and professionalize their family office over the last three decades. The basic principles of a well-run family office have not changed but the ways to professionalize the office are always changing. Come and learn the basics or to get a refresher on how to improve operations in the family office.


  • An understanding of the eight critical dimensions of a family office
  • A review of the range of services that can be provided by a family office
  • An explanation of the talent and professionalism needed to run an office
  • Insights into back office challenges and technology solutions
  • An explanation for the cost and complexity of the office
  • Methods for measuring the success of the office


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


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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.