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Download the BrochureEnterprise families are the most prepared to preserve the family and its wealth and well-being for future generations. Families who are successful in establishing an enterprise view tell us it is an evolving process that requires a clear vision for the future and a commitment by the family to ensure the vision gets implemented....

On May 3-5, the focus of the wealth management world will be on Coral Gables, FL. The leading advisors will converge for the 2016 FOX Wealth Advisor Forum™, where Family Office Exchange will reveal their latest insights into the needs of the world's most financially successful families and their preferred ways of working with their advisors. This i...

Agenda | Exhibitors | Speakers | Venue & Accommodations | Materials The FOX Autumn Global Investment Forum™, September 15 in New York City, is designed to satisfy the unique interests and needs of family investment decision-makers and their executive-level asset allocators.Deepening FOX’s commitment to offering fresh investment i...

Agenda | Exhibitors | Presenters | Venue & Accommodations | Materials Family members, family office executives, and advisors to families all may have the opportunity to partner with one another at various points in the history of a family. Successful partnerships are essential for family sustainability and evolve from relationships th...

The FOX Trustees and Beneficiaries Workshop will provide attendees a deeper understanding of the core trustee duties and powers as well as the trustee’s responsibilities for educating and mentoring the beneficiaries.Download the Brochure

The FOX SPRING Global Investment Forum™ is a different kind of investment conference — it is for owners of investment capital and CIOs working for owners of investment capital. Designed to engage the unique interests of family investment decision-makers and asset allocators, the topics are determined objectively and non-commercially to provide what...

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 $195.00 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 ...