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The 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 nearly 30 years of collective intelligence,...

At the heart of every family office is one goal – to sustain wealth for generations to come. Over the course of two days, join the FOX community’s most sophisticated private capital investors as they explore and share best practices, market insights and private investment opportunities. This forum provides an opportunity to connect with likemind...

Take your personal and professional growth to the next level at the 2022 FOX Wealth Advisor Forum. This year’s forum will address the myriad of transitions that families are experiencing and how advisors can help them navigate. Additionally, growth is on the mind of advisory firms everywhere, and the educational sessions and networking opportunitie...

If you are looking to register for the 2022 FOX Family Forum, October 24-26 in Atlanta, GA, please click HERE.Join your family office peers at the 2022 FOX Family Office Forum! This program will bring together various c-suite family office executives and senior managers, including HR, legal, tax and technology heads as well as family members, ...

October 24: Reserved for Family Members, Family Office Executives, and FOX Thought Leaders Council Members October 25-26: Open to all FOX MembersAt the 2022 FOX Family Forum, family members, office executives, and their trusted advisors will come together to envisage how to address the critical challenges born from the largest wealth transfer ...

Join FOX at the third annual Technology Showcase!Hear from technology leaders and visionaries in the family office industry as technology needs continue to grow at an exponential rate. The future of connectivity, integration, and next-generation computing are driving changes. Experience first-hand demonstrations from leading vendors focused on fami...

The FOX Global Family Office Design Workshop covers basic principles of a well-run family office and provides tools and techniques to professionalize the office. Come and learn the basics or get a refresher on how to improve operations of an early stage office and take your office, or the one you are planning, to the next level. With nearly 30 year...

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...

The FOX Family Advisor Training Program will equip wealth advisors and family office professionals with the qualitative skills needed to meet the demands of increasingly complex client relationships and to develop the talent in your own team. Through a unique inside-out-approach, you will work on self-discovery and develop self-mastery to improve h...

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...

There are many complexities that come with being a family enterprise. What starts out as a family business gradually evolves into multiple businesses, major real estate holdings, multi-generational ownership structures, and investment portfolios along with philanthropy and community impact. Successful families need a thoughtful way to plan for, org...

Please join us for our second FOX Rising Gen Forum in Chicago on October 21 and 22. This community was created to help connect you with people, like yourself, looking for an opportunity to learn, share experiences, and develop skills as leaders within your families.At FOX, we have found that a commitment to learning is a key characteristic for lead...

November 14-15, 2018 | Chicago, ILDeveloping and Improving Your Family OfficeFamilies and executives who are thinking about being more strategic and professionalizing their family office want to do it right. They want to know what steps to take, when to take them, and how to avoid costly mistakes and setbacks. Many can’t see down the ro...

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

We have helped many families design and professionalize their family office over the last three decades. The basic principles of a well-run family office have not changed but the ways to professionalize the office are always changing. Come and learn the basics or to get a refresher on how to improve operations in the family office.WHAT TO EXPECTAn ...