2022 FOX Family Office Forum

If you are looking to register for the 2022 FOX Family Forum, October 24-26 in Atlanta, GA, please click HERE.

Join your family office peers at the 2022 FOX Family Office Forum! This program will bring together various c-suite family office executives and senior managers, including HR, legal, tax and technology heads as well as family members, to discuss the most critical challenges and opportunities that family offices are dealing with. Family office experts will provide case studies, stories, and presentations that allow attendees walk away with concrete ideas on how to enhance the operations of the family office and positively impact the families they serve. From tax, legal, and risk management considerations, to talent and family office operations, this forum has something for every family office executive to learn from.

Highlights on the forum agenda include:

• A panel discussing how family offices can address talent challenges plaguing the industry 
• Sessions on how to create a family office compensation program and how to manage outsourced services
• An expanded 2022 trust, tax, and estate planning update 
• An exploration of the current family office regulatory landscape 
• A breakout session on family office technology
• A showcase featuring FOX members that advise family offices in unique and specialized ways 
• Expanded time for peer dialogue among similar family offices  
• UHNW insurance considerations including rising P&C premiums and the impact of changing policies 
• A keynote on the importance of developing a holistic, impactful strategic plan 

“Highly timely topics and excellent speakers discussing how to be better professionals in supporting our families and teams.” – 2021 Forum Attendee

“It's a great way to stay connected with your peers and stay up to speed on technical and soft issues.” – 2021 Forum Attendee

Who Should Attend

In-Person registration for this event is for single-family office, multi-family office and wealth advisor members of FOX. All registrations are subject to approval by FOX.

Please note that forum credits or a registration fee will be required to attend in-person. Additional discounts are available for multiple members of your firm to attend in-person. Please contact your relationship manager or events@familyoffice.com for more information.

For questions regarding in-person attendance eligibility please contact your relationship manager.

All FOX members may attend virtually, with unlimited attendees from your family office or firm.

Please note qualified non-members may register to attend this event virtually. Please contact FOX for more information.

Forum Pricing

Virtual Registration

Members opting to attend virtually may do so by clicking the Credit Card option below. You will not be asked for a credit card at the end of registration, the system only needs a payment option selected in order to proceed.

Registration is now closed. If you would like to attend in-person or virtually, please reach out to us directly at events@familyoffice.com.