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Due to the ongoing pandemic, the 2020 FOX Family Office Forum went virtual. Our three-day program brought together CEOs, CFOs, COOs, senior managers, HR managers, technology heads, and family members to discuss topics such as: your evolving client, family office technology, sourcing and managing talent, what’s new in trust and estate planning, and ...

How we think and feel impacts our health, decision making and actions. Learn from 30 years of research on how people react during times of adversity, and the most effective ways to cope and grow. You’ll gain insight into your personal resilience profile and discover how you can help others deal with the demands of this challenging time. Insigh...

During and post pandemic affluent consumers of all generations will work remotely more often, enabling them to become more digital, and generating more personal data, than ever before. Milton Pedraza, Luxury Institute CEO, shared insights and recommendations on how human emotional intelligence optimized with innovations in advanced personalization ...

With almost all meetings now happening virtually, how are firms establishing and growing client relationships? Demonstrating your firm’s capabilities, better understanding client needs, maximizing touchpoints, and building deeper client relationships are all important client engagement goals. In this session, leading family learning and events prof...

In this keynote session, a tenured wealth management chief technology officer addressed the widening gap between ultra-wealthy clients’ expectations and the actual value delivered. We discussed how firms successfully innovate and work differently to adapt to evolving client needs and will provide insights from our family office membership. Addition...

Moderated by FOX’s David Toth, we’ll hear from three prominent wealth advisors regarding the advisor role, how they see the role evolving, the technology influencing what they do and how they do it, and the skill sets they seek in the next advisor generation. Presenters: Thomas P. Melcher, Managing Director, Director of Family Wealth, Glenmed...

Due to the ongoing global pandemic, this year’s FOX Wealth Advisor Forum has gone virtual. Over the course of three days we will focus on key issues that will likely endure during and beyond the pandemic. We will explore promising technologies, the evolving advisor/client relationship, best practices for engaging clients virtually, business develop...

The family office of the next decade will have the opportunity to offer a broader array of services for their family clients – from financial health, personal health and security, lifestyle management, property management, business management to risk management across all these dimensions. The talent transformation will be a critical challenge – re...

Each business owner and business-owning family are unique, with distinct characteristics and interests. Our presenters will share insights from FOX proprietary research and their own experiences working with business owners to lead a discussion on how advisors can help families manage challenges, navigate transitions, and engage in difficult conver...

This session will highlight new trends and shifts in office complexity and operations based on the recent FOX Family Office Benchmarking Survey. We will facilitate discussion among participants to help consider how to evolve services, talent, and technology.Christine B. Franco, Chief Executive Officer, Chinquapin Trust CompanyLauren Heisler, Presid...

Getting the right people engaged in the right activities to have the most impact on your business and the families you serve is the key to ensuring a high-functioning organization. Performance reviews are an opportunity to “take the pulse” of the organization and staff and can establish a healthy...