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The Direct Investing Workshop covers the specialized skills and knowledge needed to have an active and successful direct investing platform for your family and family office. During this workshop, attendees will learn the key steps to direct investing, from sourcing deals and due diligence to the best practices in family investment governance....

The Private Trust Company (PTC) has endured the test of time as a robust structure for achieving the multi-generational goals of wealth preservation, stewardship and upholding flourishing families. This program is essential for families currently forming or considering a PTC and insightful to family members and qualified trustees hoping to better u...

Over the course of three days, the FOX community’s most sophisticated private capital investors will explore what’s on the investing universe horizon, direct investing trends, impact investing, the future of public equities, what’s new in alternative investments, and more. The forum will provide an opportunity to connect with peers from FOX familie...

The FOX Wealth Advisor Forum brings to the forefront the topics, issues and insights that advisors need to know to not only thrive but navigate new opportunities and direction. In 2021, advisors need to be prepared more than ever to respond to the client shifts underway. This year's forum will explore managing challenging family dynamics, making a ...

The 2021 FOX Rising Gen Forum is an opportunity for family members in their 20’s, 30’s, and 40’s, at all levels of experience to develop genuine connections with peers in similar situations and explore best practices in overcoming the challenges facing ultra-wealthy families. This virtual forum will unpack the nuances of family investment committee...

Join FOX at the second annual FOX Technology Showcase from June 15-17, 2021. FOX has expanded the former Family Office Showcase Technology Showcase into an independent virtual event featuring innovative sponsors offering solutions ranging from software to outsourcing and consulting.Throughout this three-day virtual event, hear from leaders and visi...

This compelling two-day virtual 2021 FOX Family Office Forum™ will bring together C-suite family office executives, senior managers, HR managers, technology heads, and family members to discuss the common challenges family office leaders and advisors are actively addressing. Every member of your office is welcome to attend virtually. This...

October 26: Reserved for Family Members, Family Office Executives, and FOX Thought Leader Council MembersOctober 27-28: Open to all FOX MembersFor the first time since 2019, join your peers in-person at the 2021 FOX Family Forum in Chicago or virtually. At this compelling in-person and virtual program, family members, office executives, ...

Please note: this event has been postponed. For Rising Gen members attending the Family Forum, there is a private Rising Gen breakfast on the morning of Tuesday, October 26, with Jennifer Risher, Author of We Need to Talk: A Memoir About Wealth. Check out the Family Forum agenda for more information.For the first time since 2019, join your peers in...

Family Office Exchange (FOX) is pleased to offer the Rising Gen Leadership Program Series for the preparation of future family leaders. This four-part learning series uses a multi-disciplinary approach to help Rising Generation family members become prepared, informed, credible, and contributing leaders to the family enterprise.Each standalone prog...

Family Office Exchange (FOX) is pleased to offer the Rising Gen Leadership Program Series for the preparation of future family leaders. This four-part learning series uses a multi-disciplinary approach to help Rising Generation family members become prepared, informed, credible, and contributing leaders to the family enterprise.Each standalone prog...

This special version of our FOX Family Office Design Workshop was explicitly created for business-owning families with embedded family offices (i.e., where employees of the business currently provide services for the family).The workshop will address whether it might make sense to separate the office from the business and will review your options, ...

The virtual FOX Family Office Design Workshop will cover basic principles of a well-run family office and provide tools and techniques to professionalize the office. Come and learn the basics or get a refresher on how to improve operations and take your office, or the one you are planning, to the next level. With over 30 years of collective in...

The FOX European Enterprise Seminar: Building a Resilient Enterprise Family offers a thoughtful approach to organizing the complex dimensions of your enterprise family, once you have grown bigger than an operating business. We bring you tools, templates, strategies and case studies for building your master plan for a unified family. &nbsp...

We are excited to announce our new FOX Family Office Technology Showcase. We have expanded the former Family Office Forum Technology Showcase into a three-day, standalone, virtual experience. Learn about the latest technology disruptions and attend demos of family office software solutions from a variety of leading vendors. Explore the ...