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Year-end provides a chance to review your tax situation to mitigate liabilities and leverage opportunities. Join FOX for a panel discussion on important items that US and Canadian taxpayers and their advisors should consider. This year, potential changes in tax laws, rising interest rates, and a challenging financial environment are all creating co...

Ray Dalio, founder of Bridgewater Associates, will sit down for a conversation with FOX CEO, Peter Moustakerski. A global macro investor for more than 50 years, Ray Dalio founded Bridgewater Associates out of his two-bedroom apartment in NYC and ran it for most of its 47 years, building it into the largest and most successful hedge fund in the worl...

Real Vision Group CEO, Raoul Pal, will examine how the last 100 years have brought the world to one of the most unique and unpredictable investment landscapes of the last 4 decades. The discussion will cover the global macro investing realm with an emphasis on what multi-generational families should consider given the current tension in the US betw...

Join FOX for a kickoff to the event and a remembrance of Glen W. Johnson. Peter Moustakerski, CEO, FOX Gaby Griffin, Interim Co-President, FOX David Toth, Interim Co-President, FOX

Join FOX for an insightful discussion with SEC Commissioner Hester Peirce. The Commissioner will share her thoughts on regulation impacting family offices, family businesses, and investments. Hester M. Peirce, SEC Commissioner Peter Moustakerski, CEO, FOX

Welcome to the 2022 FOX Family Forum. Peter Moustakerski, CEO, FOX Gaby Griffin, Interim Co-President, FOX David Toth, Interim Co-President, FOX Sara Hamilton, Founder and Board Chair, FOX

From potential family office regulations to the Corporate Transparency Act, it seems new proposed legislation impacting family offices will continue to emerge. This panel examines the legislative shift that is placing the burden on family offices as well as what the implications are to existing and future family office structures, compliance, priva...

FOX shares what’s on the minds of members including a summation of the many transitions impacting families of wealth. What will your role be during this critical period of transformation? The skills you need to gain to support your clients are addressed throughout the forum. David Toth, Managing Director, FOX Glen W. Johns...

Despite the geopolitical risk, China’s economic influence is unavoidable. This session will help family offices understand the risk of investing in China long-term, including what is and isn’t avoidable. It will dig into the “how” so that attendees can map out their own approach to investing in China, including how to perform a proper risk and asse...

This session will address how to make family capital and family investment teams competitive with outside investment enterprises. Sean Mooney, Founder and CEO, BluWave Moderated by Tim Duffy, General Counsel and Manager of Strategic Partnerships, FOX

Direct investors forging new paths into frontier investing will reveal the industries you should pay attention to and why. Join us for a conversation with expert panelists who will share the trends they’re seeing and provide invaluable insight into fast-moving and exciting spaces of next-generation wealth creation. Dave Mullen, Vice President, S...