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You may have heard the phrase "succession is a process, not an event," but what does this really mean in practice? Join us on February 6 for this webinar as we explore leadership succession in the family enterprises as experienced by the Houghton family.Karen Neal, Managing Director at Family Office Exchange will moderate a panel including James Ho...

As competition increases, it's even more important to differentiate, stay informed of industry trends and better understand where your firm measures up in relation to the industry. FOX recently launched a benchmarking initiative for MFO's and advisors to provide the industry with high-quality data that would enable management teams to make better d...

To register, click here.Many of you know, the American Taxpayer Relief Act of 2012 was quickly passed by Congress and signed into law by President Obama. What you may not know are the implications of those changes and what you can expect in the future. Listen in to this teleconference to hear Lisa Whitcomb from Glenmede explain the...

You are cordially invited to participate in a discussion of FOX investment survey results and unparalleled insights into the minds of the ultra wealthy. FOX will facilitate an online conversation about your feedback on the results of two recent investment surveys conducted to examine both ends of the market - self directed wealth owners with ...

Mohamed Nadar, CEO of a UK based Family Office, illustrates the complexities of coordinating the strategic direction and expansion of a Family Enterprise across multiple jurisdictions. He will present key learning gained from the evolution of one family’s business and wealth as it has spread from their original center in the Middle East, expanding ...

Corporate Social Responsibility can be much more than a cost, a constraint or a charitable deed – it can be a source of opportunity, innovation and competitive edge. Companies that are good social citizens can both positively address societal issues and outperform their competitors. This webinar provides insight about how Socially Responsible...

FOX recently held the first meeting of the new Wealth Advisor Council in New York City. The firms that joined us enjoyed an overview of FOX insights on building profitable, sustainable wealth advisory businesses and joined an energetic group of peers seeking the same thing. The spirited discussion validated the power of this peer network to help th...

Join us for a webinar on Wednesday, December 3. Charlie Grace, FOX Managing Director, and Karen Rush, FOX Director of Membership, will review key challenges and trends in the wealth management industry, multi-family office service offerings and delivery, and pricing and profitability. The content is an output from our first meeting of the new ...

Join us for a webinar on Tuesday, December 9 when Charlie Grace, FOX Managing Director, will review: key challenges and trends in the wealth management industryservice offerings and deliverypricing and profitability. The content for the webinar represents an overview of the content FOX provided and discussion from our first m...

The content is an output from our first meeting of the new Wealth Advisor Council in New York City. The firms that joined us enjoyed an overview of FOX insights on building profitable, sustainable wealth advisory businesses and joined an energetic group of peers seeking the same thing. The spirited discussion validated the power of this peer ...

Join us for a webinar on Thursday December 11 when Charlie Grace, FOX Managing Director, will review: the component parts of a family enterprise and how to build a family enterprisethe mapping of risk for wealthy multigenerational families. A group of 13 Australian families gathered for the inaugural full day meeting of the C...

Join us for a webinar on Thursday, March 5 when Charlie Grace, FOX Managing Director, will review: key challenges and trends in the wealth management industryservice offerings and deliverypricing and profitability The webinar provides an overview of the content FOX provided and discussion from previous full day meetings of th...