Please join us on Tuesday, May 26, from 10:30 am to 11:30 am CT, for a live, interactive discussion with FOX members about Reopening Your Family Office. Begin preparing now for a post-lockdown re-opening of your family office. Which employees come back when? How will you control the number of people in the office to ensure social distanc...
Please join us for a virtual meeting with the FOX Rising Gen community. These experiences are available to emerging leaders looking for opportunities to build relationships, have authentic conversations, and to gain action-oriented new ideas.Meet others that are facing similar opportunities and challenges to engage in networking and peer excha...
The ultra-wealth business continues to perform well, but not without some growing pains. While advisors to families of wealth benefited from strong markets in 2019 they are experiencing costs rising faster than revenues. Now that we are in the midst of a pandemic, what does this look back on 2019 tell us about how prepared advisors were for the cha...
Four senior partners from Plante Moran’s family office services group will discuss, in a round table format, the challenges faced by family offices working in a remote environment and the evolving landscape of family office. They will share several case studies and their insights and best practices relating to risk mitigation, cyber security,...
Please join us on Tuesday, June 9, from 10:30 am to 11:30 am CT, for a live, interactive discussion with FOX members about Managing Stress. Most everyone has been experiencing some form of stress and anxiety since the Covid-19 outbreak – whether about catching the virus or the social and economic impact. For family office staff, uncertainty a...
Please join us for a virtual meeting with the FOX Rising Gen community. These experiences are available to all members of FOX’s Rising Gen community who are looking for opportunities to build relationships, have authentic conversations, and gain action-oriented new ideas.During this meeting, we will be joined by Dr. Chris Pierson, Founder &am...
Please join us on Tuesday, June 23, from 10:30 am to 11:30 am CT, for a live, interactive, discussion with FOX members on Managing Back-to-Work Health Requirements. During this virtual event, members will be able to share ideas, questions, and solutions for operating in the months ahead. As each state goes through their phased...
Please join us for our monthly FOX Investment Opportunity Exchange on Recalibrating Risk. This live, interactive event for FOX members is intended to share investment ideas, deals under way, or opportunities being considered. This session will feature discussions with select investors on their current thinking, as well as peer dialo...
Please join us on Tuesday, July 21, from 10:30 am to 11:30 am CT, for a live, interactive, discussion with FOX members on Strategic Planning in a Time of Uncertainty. During this virtual event, members will be able to share ideas, questions, and solutions for operating in the months ahead. To be well-positioned to thrive ...
Please join us on Tuesday, October 6, from 10:30 am to 11:30 am CT, for our monthly FOX Investment Opportunity Exchange. This live, interactive event for FOX Members is intended to share investment ideas, deals under way, or opportunities being considered. Each session will feature discussions with select investors on their current thinking, ...
One of the most valuable benefits for FOX members is learning what their peers are doing. Bill Sullivan, President of FOX, will share the key themes of this year’s annual Global Investment Survey. Discover how our members are pivoting their investing due to Covid-19, in addition to their portfolio performance pre-Covid. Learn where our member...
Peter Mahler founded Mahler Private Staffing over 30 years ago. He and his team have staffed the homes and family offices of over 1,000 of America’s leading families. Join Peter as he discusses the challenges and opportunities that Covid-19 has presented to our clients - including best practices for managing live-in household staff, ‘come and...
***Note: New broadcast date***What you don’t know can hurt you! Learn how to use effective trust mapping as tool to help you identify missed opportunities in planning.Learn best practices on how to use a one page diagram to help you gain clarity around the current wealth transfer plan and spot opportunities for improvement. *...
Please join us for a virtual meeting with the FOX Rising Gen community. These experiences are available to all members of FOX’s Rising Gen community who are looking for opportunities to build relationships, have authentic conversations, and gain action-oriented new ideas.This session will feature Paige Cornetet Afendoulis, founder of Millennial Gur...
Please join us for a virtual meeting with private investors, focused on bringing together families with an active interest in direct investing. Meet other like-minded investors and engage in meaningful interactive virtual peer discussion among members to share ideas, experiences, and challenges of investing in an unprecedented environmen...