RECAP: 2019 FOX Family Office Forum


The 2019 FOX Family Office ForumTM brought together CEOs, HR managers, technology heads, and financial executives to focus on practical approaches to the many trends and issues affecting families and family office executives. In this exciting program, we heard from leading experts about developing leaders in both the family and family office, explored the latest issues in cybersecurity, and sought to understand the family office’s role in preparing families for transition.

We hosted over 120 family office leaders and advisors in discussions on the common challenges that leaders are actively addressing within their family offices, in order to better prepare for what’s ahead.

56% of attendees were returning to the program and 44% attended for the first time. Attendees identified the top three technology issues they are facing as artificial intelligence, mobile technology, and reporting. Other changes that attendees are grappling with this year include taxes, estate planning, security, and investment decisions.


"Great way to connect and meet other family office members. This is such a unique niche in the financial planning profession and Fox does a great job of helping family office members to connect with one another.”
- 2019 Attendee
"This was my first Forum but will not be the last. It was great to network with other family office peers, and especially the office size breakout session."
- 2019 Attendee

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