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The Family Office Design Workshop will cover basic principles of a well-run family office and provide tools and techniques to professionalize the office. Come and learn the basics or get a refresher on how to improve operations and take your office or the one you are planning to the next level. With nearly 30 years of collective intelligence, FOX w...

The 2019 FOX Global Investment Forum™ brings together the most sophisticated investors of private capital across the FOX community, as family offices forge a distinct approach to their investing in the midst of market uncertainty.With an expanded, two-day format, attendees will have an opportunity to hear what is on the mind of the wealth owner, ex...

This year’s FOX Wealth Advisor Forum will focus on how to effectively evolve your firm in the midst of great change. As an industry, we are seeing massive transitions across client demographics, talent, the skills needed to deliver an optimal client experience, and unparalleled technological disruption. Many advisors are preparing to address change...

Please join us for our third FOX Rising Gen Forum on May 5-6, 2019. This community was created to help connect like-minded peers looking for an opportunity to learn, share experiences, and develop skills as leaders within your families.Our Spring event offers next generation family members a place to connect and build community with like-minde...

The 2019 FOX Family Office ForumTM brings together CEOs, HR managers, technology heads, and financial executives to focus on practical approaches to the many trends and issues affecting families and family office executives. In this exciting program, we will hear from leading experts in developing leaders in both the family and family office, ...

This year’s Forum marks a significant milestone as we celebrate a generation of working closely with families, family offices, and trusted advisors. Participants will gain insight directly from successful families of impact as they share their challenges and successes in bridging multiple generations. Our featured families will share stories about ...

Please join us and FOX Executive Marketing Partner BerryDunn on Thursday, March 21, from 10:00 am to 11:00 am CT, for a live interactive webcast with FOX members and subject matter experts. Join us as we consider conceptual, technical, and qualitative issues and how they can significantly impact wealth transfers at all stages of the success...

At the heart of every family office is one goal – to sustain wealth for generations to come. Over the course of two days, join fellow family office investment professionals to gather and discuss the latest global investment themes, markets, economies, and more. Private investing areas such as real estate and hedge funds will be exp...

FOX’s Family Office and Wealth Advisor Forum will bring together family office executives and advisors in the UHNW industry to discuss the most critical challenges and opportunities impacting professionals in family offices and wealth advisory firms, and the clients they serve. From operational themes such as insurance, governance, or tax and estat...

October 23: Reserved for Family Members, Single-Family Office Executives, and FOX Thought Leaders Council MembersOctober 24-25: Open to all FOX Members Generational Transitions | The Future of Family Offices | The ‘Human Side’ of Wealth Management“The best place to learn about issues facing wealthy families and family offices.” - 2022 Forum At...

Already Registered? Access the 2023 FOX Technology Showcase HERE. At the fourth annual FOX Technology Showcase hear from technology leaders and visionaries in the family office industry as technology needs continue to evolve at an unprecedented pace. The future of connectivity, integration, and next-generation computing are driving changes tha...

Family Office Exchange (FOX) is pleased to offer the Rising Gen Leadership Program series for the preparation of future family leaders. This four-part learning series uses a multi-disciplinary approach to help Rising Generation family members become prepared, informed, credible, and contributing leaders to the family enterprise.Each standalone prog...

The FOX Family Office Design Workshop for U.S. and International Families covers basic principles of a well-run family office and provides tools and techniques to create, run and professionalize the office.Plus, an extra day provides a foundation for exploration for embedded family offices and those still unsure if they want to create their own off...

The FOX Family Office Design Workshop for U.S. and International Families covers basic principles of a well-run family office and provides tools and techniques to create, run and professionalize the office.Plus, an extra day provides a foundation for exploration for embedded family offices and those still unsure if they want to create their own off...