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

Mar13

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Mar14

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2019 FOX Global Investment Forum

New York, NY

The 2019 FOX Global Investment Forum™ brings together the most sophisticated investors of private capital across the FOX community, as family offices forge a distinct... Read more.

May01

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May02

Thu

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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

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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, share... 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

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FOX Family Enterprise Thinking Workshop - June 10-12, 2019

Chicago

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.

Jun12

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Jun14

Fri

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

Chicago

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.... Read more.

Sep26

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Sep27

Fri

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2019 FOX Trustees and Beneficiaries Workshop

Atlanta

FOX is pleased to offer the FOX Trustees and Beneficiaries Workshop on September 26-27, 2019 in Atlanta, GA. This unique workshop is designed to help trustees and... 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

Feb27

Wed

Register

Webinar - Late Cycle Private Equity Investing: Lessons from the Past and How to Manage Through

  This session will focus on family office investors invested in private equity (PE) funds and/or direct investments and discuss where we are in the PE cycle. Beginning with... Read more.

Mar06

Wed

Register

Webinar - 2019 Cybersecurity Outlook

  Almost every day there are stories in the news about another security breach, another fraud warning, or another regulatory fine for lack of security. Join us as we... Read more.

Mar20

Wed

Register

Webinar - The Art and Science of Effective Talent Selection & Promotion

  People make the difference and getting in the right talent in place is crucial for any organization. Indeed, in a family office, there is no place to hide. In this session... Read more.

Mar27

Wed

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Webinar - Engage the Rising Gen with Individual Learning Plans

  Every family is challenged to find ways to engage the rising generation in learning about the family enterprise and how to live well with their wealth. Those who have had... Read more.

Apr03

Wed

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Webinar - Starting and Sustaining Family Meetings: An Insider’s Guide

  Evidence suggests that good communication is a cornerstone of successful wealth transfer among families, and that family meetings are a good platform for communication. Is... Read more.

Apr10

Wed

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Webinar - 2019 FOX Global Investment Survey Highlights

  One of the most valuable benefits of FOX membership is the peer perspective gleaned by participating in FOX surveys. FOX's Kristi Kuechler, Managing Director of the... Read more.

Apr17

Wed

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Webinar - How Saying 'No' Helps Advance Your Philanthropic Mission

Many ultra wealthy families experience a steady flow of incoming donation requests – from friends, other family members, colleagues, even strangers – and saying “no” can be... Read more.

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.

Regional Meetings

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

Browse Available Meetings

Mar12

Tue

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Regional Direct Investing Dinner - New York - March 12, 2019

The Metropolitan Club

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.

Mar19

Tue

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Regional Advisor Briefing - New York - March 19, 2019

Glenmede

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.

Mar19

Tue

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Regional Member Briefing - New York - March 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.

Apr09

Tue

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Regional Advisor Briefing - Atlanta - April 9, 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.