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Identifying the trends and issues with an immediate impact on families of wealth is a large part of our mission at FOX. We’ll explore what’s on the minds of members, including the changing needs and demographics of owners, trends regarding asset allocation, the family office of the future, the shifting talent paradigm, and much more.

Adam Tooze, PhD, Author, Professor of History and Director of the European Institute, Columbia UniversityThe financial crisis of 2007-2008 was perhaps the most dangerous moment, not just in the history of the U.S. economy, but in the history of the Western world. Ten years later we can still feel its reverberations. Historian Ad...

Much of the work we do at Family Office Exchange focuses on identifying the trends and issues having an immediate or imminent impact on families of wealth. In this session, we’ll explore what’s on the minds of members, including issues related to tax reform and how families are responding to the recent changes, the evolving role of a fi...

The FOX Spring Global Investment ForumTM was held in San Francisco on March 13th. The Forum brought together many of the most sophisticated investors of private capital across the FOX community. The Forum addressed many of the increasing challenges that investors have when investing long-term capital in this time of significant disruption.

Imagine what the year 2030 might look like for you and the people you serve. What key trends must be watched as we anticipate the world over the next 10 to 15 years? As a community dedicated to providing for families of substantial wealth, what can we do today to not only plan for, but also influence our shared future? How can we focus our thinking...

Wealth levels continue to rise, yet overall charitable giving has remained stagnant over the past forty years. What is on the horizon for philanthropy? How can families most effectively have an impact on society now and in the future? Kim Laughton, President of Schwab Charitable will share current giving trends including the tax benefits, new ideas...

Blockchain may be the name of the biggest, most imminent upheaval in the way we function since the advent of the World Wide Web in 1990. What is Blockchain, and what does it mean for your office? In this session, our guest technology expert, Carlos Arena of R3, will lead a discussion on blockchain and distributed ledger technology (DLT) and the cha...

One of the most common questions wealth advisors are hearing from clients this year is: “What changes should I be most concerned about?” This session will help provide knowledgeable answers based on the latest macroeconomic trends. Gain insights on the impact to investing and portfolio management to help minimize the disruptio...

How do families manage dynamic-and often disruptive–environments? Sam Barnett, a neuroscientist and mathematician, shares how he approaches changing times with active research. His family has been innovating for over a century and has seen its business evolve from a Chicago garment factory to America’s largest provider of medical suppli...

Identifying trends and issues having an immediate and future impact on families of wealth is the focus of much of the research at Family Office Exchange. Gain insights on the trends emerging in the family wealth industry.

You hear it repeatedly, Millennials and Women are set to inherit $41T in the next 10 years. What does this mean to your practice? What needs to change? What tools do you need and what resources are out there to meet new demands for investment with conscience? How can a thoughtful, perhaps slow, ethical approach align with the super-efficiency of ro...