Events by Type

Forums

At these conference-style events hear latest trends, learn how to apply best practices, and engage with members of the FOX community.

Browse Available Forums

May01

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May02

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2019 FOX Wealth Advisor Forum

Dallas, TX

This year’s FOX Wealth Advisor Forum will focus on how to effectively evolve your firm in the midst of great change. As an industry, we are seeing massive transitions across... Read more.

May05

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May06

Mon

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FOX Rising Gen Forum - May 5-6, 2019

Dallas, TX

Please join us for our third FOX Rising Gen Forum on May 5-6, 2019. This community was created to help connect like-minded peers looking for an opportunity to learn,... Read more.

Jul16

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Jul17

Wed

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2019 FOX Family Office Forum

Chicago, IL

The 2019 FOX Family Office ForumTM brings together CEOs, HR managers, technology heads, and financial executives to focus on practical approaches to the many trends and... Read more.

Oct27

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Oct28

Mon

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FOX Rising Gen Forum - October 27-28, 2019

Chicago, IL

Please join us for the FOX Rising Gen Forum in Chicago on October 27 and 28. This community was created to help connect you with people, like yourself, looking for an... Read more.

Oct28

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Oct30

Wed

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FOX 30th Anniversary Forum

Chicago, IL

The 30th Anniversary Forum will bring together the entire FOX community to address the latest trends, risks, and opportunities and to offer best practices and strategies for... Read more.

Workshops

These two-day events closely examine a single topic. Gain deep understanding of the subject to help you save time and money.

Browse Available Workshops

Jun10

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Jun12

Wed

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Building a Unified Family Enterprise - June 10-12, 2019

Chicago

The FOX Building a Unified Family EnterpriseTM workshop will show you and your family how to design a long-term plan for your Family Enterprise. The workshop will give you... Read more.

Jun12

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Jun14

Fri

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Professionalizing the Family Office - June 12-14, 2019

Chicago

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... Read more.

Nov19

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Nov20

Wed

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FOX Family Enterprise Thinking Workshop - November 19-20, 2019

TBA

The FOX Family Enterprise Thinking Workshop will show you and your family how to design a long-term plan for your Family Enterprise. The workshop will give you the tools you... Read more.

Webinars

These 90-minute sessions provide briefings from experts on a variety of topics. CPE credit is available for many programs.

Browse Available Webinars

Apr24

Wed

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Webinar - SFO by Design: Equipping the Family Office to Meet Changing Demands

  A family office is structured by default rather than by design. In most cases, it is set up to serve the immediate needs of the founder and a limited number of family... Read more.

Apr25

Thu

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FOX Public Webinar: Developing a Unified Enterprise Plan

Families who share in the ownership of diverse assets will benefit from developing a broad-based framework for planning their future together, which FOX defines as Family... Read more.

May08

Wed

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Webinar - Results Oriented Trusts: Balancing Settlor Intent with Beneficiary Needs

  More and more families are looking to ensure that their philosophy and values align with their goals in creating trusts. A results-oriented trust is one that has been... Read more.

May09

Thu

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Public Webinar: Oversight and Measuring Performance of the Family Office

Having a wealth strategy and making sure there is alignment between the family and the family office as part of the execution of that strategy is critical. With a clear... Read more.

May21

Tue

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Public Webinar: The State of the Ultra-Wealth Advisory Business 2019

Advisors grew their revenues in 2018 despite volatile markets where municipal bonds were the best performing asset class. What are leading providers doing that allows them to... Read more.

Jun05

Wed

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Webinar - Crypto vs. Blockchain: How to Separate What's Real and What's Hype in the "Blockchain Revolution"

  There is a lot of hype (and frankly a lot of nonsense) surrounding the so-called "blockchain revolution." But with firms like Fidelity, JPMorgan, and Facebook getting... Read more.

Regional Meetings

Family office executives come together at these informal, networking-focused gatherings to share new insights and practical solutions.

Browse Available Meetings

Apr29

Mon

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Regional Direct Investing Dinner - Chicago - April 29, 2019

Please join us for a dinner with private investors, focused on bringing together families with an active interest in direct investing. Meet other like-minded investors and... Read more.

May06

Mon

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Regional Direct Investing Dinner - Dallas - May 6, 2019

Dallas Chop House

Please join us for a dinner with private investors, focused on bringing together families with an active interest in direct investing. Meet other like-minded investors and... Read more.

Jun19

Wed

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Regional Advisor Briefing - Denver - June 19, 2019

Join us for a lively exchange of information and ideas with your peers over breakfast at this FOX Regional Advisor Briefing. Attendance is included with membership, but... Read more.

Jun19

Wed

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Regional Member Briefing - Denver - June 19, 2019

Join us for a lively exchange of information and ideas with your peers over lunch at this FOX Regional Member Briefing. Attendance is included with membership, but advance... Read more.