Please join us on Wednesday, March 20, from 10:00 am to 11:00 am CT, for a live interactive webcast with FOX members and subject matter experts. The Corporate Transparency Act Final Rule took effect on January 1, 2024. Hear the latest in terms of implementation of CTA and what other family offices are doing in order to gear up to comply wit...
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Please join us on Wednesday, March 13, from 10:00 am to 11:00 am CT, for a live interactive webcast with FOX members and subject matter experts. FOX’s annual estate planning webcast will lead participants through a thoughtful discussion of some of the most important topics and developments that were addressed at the 58th Annual Heckerling I...
Please join us and FOX Partner Boutique Matchmaking on Thursday, April 25, from 10:00 am to 11:00 am CT, for a live interactive webcast with FOX members and subject matter experts. In this discussion, Boutique Matchmaker founder’s Cassindy Chao and Shannon Lundgren will discuss how singles can meet “the one” in a digital world. They’ll also...
Please join us on Wednesday, April 10, from 10:00 am to 11:00 am CT, for a live interactive webcast with FOX members and subject matter experts. Election years offer trigger speculation about what the tax law landscape will look like depending on what happens in November. This year is no different. William C. Sinclair, Head of U.S. Famil...
Please join us on Wednesday, May 15, from 10:00 am to 11:00 am CT, for a live interactive webcast with FOX members and subject matter experts. Take this time to learn more about what Family Offices are finding successful in terms of benefits, compensation, and training opportunities to attract and engage staff. As employee retention i...
Please join us on Wednesday, March 5, from 10:00 am to 11:00 am CT, for a live interactive webcast with FOX members and subject matter experts. In a world where conflict is inevitable, how can families with complex family dynamics and complicated structures foster healthy conflict that actually makes them stronger and more resilient. ...
Please join us on Tuesday, March 11, from 10:00 am to 11:00 am CT, for a live interactive webcast with our subject matter expert and FOX Partner, BerryDunn. Wealth transfer planning is a dynamic process influenced by evolving tax laws, economic shifts, and family priorities. This session explores key decision points through the l...
Please join us on Tuesday March 25, from 10:00 am to 11:00 am CT, for a live interactive webcast with our subject matter expert and FOX Partner, IntraFi. IntraFi will lead a thought-provoking discussion with their partners at BNY [Shofiur Razzaque, Michael F. Black], to challenge our perception of how to leverage wealth to give b...
Please join us on Wednesday June 18, from 2:00 pm to 3:00 pm CT, for a live interactive webcast with our subject matter expert and FOX Partner, Arabella. Join this webcast as we unpack national research on the top psychological barriers families face in advancing their philanthropy and finding greater impact. The new report from Arabella Advisor...
Please join us on Wednesday, February 28, from 10:00 am to 11:00 am CT, for a live interactive webcast with FOX members and subject matter experts. Join FOX for a lively discussion addressing the roles and obstacles of the rising generation, with author and innovator in financial education and well-being for families, Joline Godfrey, and FO...
Please join us on Wednesday, March 6, from 10:00 am to 11:00 am CT, for a live interactive webcast with FOX members and subject matter experts. Join us as we unravel the events that shaped capital markets in 2023 and gain insights into the landscape of 2024. From the lasting impacts of the pandemic to geopolitical shifts and technological b...
Please join us on Wednesday, November 13, from 10:00 am to 11:00 am CT, for a live interactive webcast with FOX members and subject matter experts. Join BDO’s Private Client Services professionals for an insightful presentation on often overlooked and misunderstood aspects of tax compliance, planning, and estate administration for the ultra...
Risk Management at FOX is focused on all aspects of risk for its membership including families, family offices, operating companies, and advisor organizations. FOX hosts a quarterly meeting comprised of different vendors and thought leader specialists whose focus is in the areas of Cybersecurity, Physical Security, Personal Security, Insurance, Gov...
Please join us on Wednesday, July 31, from 10:00 am to 11:00 am CT, for a live interactive webcast with FOX members and subject matter experts. Genuine prosperity includes overall well-being within the family and business. From mental health concerns and substance use disorders to relationship conflict and neurocognitive decline, we'll disc...
Please join us and FOX Partner Yellowbrick on Tuesday, June 18th, from 10:00 am to 11:00 am CT, for a live interactive webcast with FOX members and subject matter experts. In this discussion, Yellowbrick Director of Family Services & Systems, Bryn Jessup, PhD, and Director of Groups & Therapeutic Community Services, Pete Myers, PsyD...