The FOX Integrated Wealth Advisor Council is comprised of CEOs and senior executives of integrated wealth advisory firms and boutique multi-family offices serving the highest net-worth clientele. Council members possess a willingness to openly share their time, perspective, and acumen.
Please join us on Wednesday, September 18, from 10:00 am to 11:00 am CT, for a live interactive webcast with FOX members and subject matter experts. We are in the midst of the greatest transfer of wealth in history paralleled by the greatest creation of wealth. This two-pronged engine of growth is having a massive impact on the Ultra-Wealth...
Join FOX for our third quarterly town hall of 2024, hear the latest news about FOX membership, new and helpful services and benefits for members, and FOX leadership observations on our community and our industry. Most importantly, please join us to ask any questions or share any thoughts and feedback pertaining to FOX membership, services, benefits...
Job Summary: This position will manage all operations, finance, and treasury responsibilities for the U.S. entities' investment arm, which invests in listed and private equities and hedge funds as well as real estate assets. Responsibilities: Full responsibility for the day-to-day operations of the company, which include accounts of multip...
Please join us on Wednesday, September 25, from 10:00 am to 11:00 am CT, for a live interactive webcast with FOX members and subject matter experts. Scott Peppet, the President of a single family office and private trust company, will explore the importance of aligning a family’s learning capacity with the complexity of its environment to e...