Seeking ways to keep all family members interested and involved in family matters is a key objective of most family offices. This year’s FOX Fall Forum provides a broad array of new ideas and skills to enrich the delivery of service and strengthen the family client experience.The meeting kicks off with in-depth sessions on developing a family visio...
An advisor is the catalyst, the visionary, and the person making things happen in the client’s integrated wealth plan. Every advisor has to do their part in order to build long-term family wealth and sustainability.To build a successful integrated wealth plan, advisors need to collaborate and cooperate as a fine-tuned team. They cannot afford to th...
The FOX Financial Executives Forum is the premier event for critical family office updates and best practices. It’s the place to stay sharp and ensure that you are providing your family clients highest-quality service and advice. Join your peers July 21-22 in Chicago for an in-depth look at tax and estate laws, financial reporting, techn...
FOX proudly presents this new forum exclusively for family leaders. The 2015 FOX Global Owners Forum is a unique opportunity for family leaders to meet with fellow wealth owners to discuss their experiences and challenges in guiding families of wealth. No issue is more critical for the long-term success and stability of an enterpri...
We hope you will be able to join our wealth advisor members and FOX staff for a game of golf, networking and fellowship followed by refreshments and a casual dinner. The cost is $295.00 per person.This includes box lunch, golf, cart, practice balls, drinks on the beverage carts and halfway house. Club rental is $75.00 and will be arranged and ...
Purpose of the Forum: The 2015 FOX Global Investment Forum will foster smart, investment focused conversations among peers on trends, opportunities, processes, and best practices for multi-generation families with an educational slant and actionable takeaways. Who Should Attend?: Attendance is limited to sophisticated investmen...
Tuesday, February 9, 2016Assessing Impact, Creating and Operating a PFTCPre-Symposium Workshop - For Those Exploring Forming a PFTCAs a family considers whether a PFTC would be the best trustee to make discretionary decisions on how their wealth in trust is invested, managed, distributed and spent, what do they need to know about PFTC structure and...
Symposium - For Those Currently Operating a PFTC Examines how to maximize a PFTC’s potential for meeting a family’s needs and aspirations. Sessions will address strategies families can implement in the areas of: Achieving goalsRisk assessment and managementDeveloping a sustainable family, employee and advisor culture Topics include:R...
Popular wisdom says that money solves everything. But the truth is that living with family wealth is complicated. As the family tree starts to branch out, it gets more complicated. The good news is that while you and your family are unique, you are not alone.Family Office Exchange (FOX) is creating a new community for members of the Rising Generati...
The FOX Spring Global Investment Forum™ brings together the most sophisticated investors of private capital across the FOX community.Private investors face increasing challenges investing long-term capital in this time of significant disruption. This Forum will explore many of these important disruptions:A discussion of the potential implications o...
The FOX Global Owners Forum™ attracts family members from around the world. It is programmed exclusively for the owners of family enterprises. It is a place where owners can be together with their true peers in an energizing learning and sharing environment.The event offers a lively mix of family enterprise best practices and case studies, discussi...
This year’s FOX Wealth Advisor Forum™ will focus on practical, business-building approaches to the many trends and issues affecting advisors to the ultra-wealthy. We will offer methods to address the accelerating innovations in investment technology and omni-present cybersecurity risks, as well as the increasing longevity of our clients, intense co...
The FOX Financial Executives Forum now has a new name: The FOX Family Office Forum. Anyone who has attended recently knows that the scope of the conference expanded beyond only financial executives long ago. The topics and the peer network now include CEOs, HR managers, technology heads, as well as financial executives. Our new name clarifies ...
The FOX Autumn Global Investment Forum™ brings together the most sophisticated investors of private capital across the FOX community, as they consider the challenges involved in investing as volatility returns to the markets.We will address the following topics:The macro outlook for investment markets appears to be at a critical point. The historic...
In periods of rapid change, the risks can sometimes seem overwhelming -- whether geopolitics, industry and market disruption, technological change, or cybersecurity concerns. However, one of the unanticipated benefits of change is the silver lining of new opportunities. The key to success is having the tools to identify innovative possibilities and...