Workshops
FOX Family Office Design Workshop - June 25-28, 2024
Virtual | Jun 25 2024 to Jun 28 2024
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...
FOX Trustees and Beneficiaries Workshop - June 5-6, 2024
Virtual | Jun 05 2024 to Jun 06 2024
Due to high demand, FOX is pleased to reintroduce the FOX Trustees and Beneficiaries Workshop on June 5 - June 6, 2024 on our virtual platform. This workshop is one of the very few programs trustees and beneficiaries get the high-quality, objective...
Rising Gen Leadership Program - April 12-13, 2024
Denver, CO | Apr 12 2024 to Apr 13 2024
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...
2024 FOX Private Trust Company Workshop
Virtual Event | Jan 23 2024 to Jan 25 2024
The Private Trust Company (PTC) has endured the test of time as a robust structure for achieving the multi-generational goals of wealth preservation, stewardship, and upholding flourishing families. This program is essential for families...
FOX Family Office Design Workshop - November 13-16, 2023
Virtual Event | Nov 13 2023 to Nov 16 2023
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...
FOX Family Advisor Training Program - September 20-21, 2023
Chicago, IL + Virtual Modules | Sep 20 2023 to Sep 21 2023
The FOX Family Advisor Training Program will equip wealth advisors and family office professionals with the qualitative skills needed to meet the demands of increasingly complex client relationships. Through a unique inside-out-approach, you will...
FOX Family Office Design Workshop - June 6-9, 2023
Virtual Event | Jun 06 2023 to Jun 09 2023
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...
FOX Family Advisor Training Program - May 17-18, 2023
Washington D.C. Area + Virtual Modules | May 17 2023 to May 18 2023
The FOX Family Advisor Training Program will equip wealth advisors and family office professionals with the qualitative skills needed to meet the demands of increasingly complex client relationships. Through a unique inside-out-approach, you will...
2023 FOX Private Trust Company Workshop
Virtual Event | Jan 24 2023 to Jan 26 2023
The Private Trust Company (PTC) has endured the test of time as a robust structure for achieving the multi-generational goals of wealth preservation, stewardship, and upholding flourishing families. This program is essential for families...
FOX Global Family Office Design Workshop - December 6-9, 2022 - Postponed
| Dec 06 2022 to Dec 09 2022
This event has been postponed. Please contact us at events@familyoffice.com with any questions.The FOX Global Family Office Design Workshop covers basic principles of a well-run family office and provides tools and techniques to professionalize the...
FOX Family Advisor Training Program
Chicago, IL + Virtual Modules | Nov 16 2022 to Nov 17 2022
The FOX Family Advisor Training Program will equip wealth advisors and family office professionals with the qualitative skills needed to meet the demands of increasingly complex client relationships. Through a unique inside-out-approach, you will...
FOX Direct Investing Workshop - September 13, 2022
Virtual Event | Sep 13 2022
The Direct Investing Workshop covers the specialized skills and knowledge needed to have an active and successful direct investing platform for your family and family office. During this workshop, attendees will learn the key steps to direct...
FOX Global Family Office Design Workshop - June 1-3, 2022
Virtual Event | Jun 01 2022 to Jun 03 2022
The FOX Global Family Office Design Workshop covers basic principles of a well-run family office and provides tools and techniques to professionalize the office. Come and learn the basics or get a refresher on how to improve operations of an early...
FOX Family Advisor Training Program
Chicago, IL + Virtual Modules | May 04 2022 to May 05 2022
The FOX Family Advisor Training Program will equip wealth advisors and family office professionals with the qualitative skills needed to meet the demands of increasingly complex client relationships and to develop the talent in your own team....
2022 FOX Private Trust Company Fundamentals Workshop
Virtual Event | Feb 15 2022 to Feb 17 2022
The Private Trust Company (PTC) has endured the test of time as a robust structure for achieving the multi-generational goals of wealth preservation, stewardship and upholding flourishing families. This program is essential for families currently...
FOX Family Office Design Workshop - November 17-19, 2021
Virtual Event | Nov 17 2021 to Nov 19 2021
The virtual FOX 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...
FOX Canadian Family Office Design Workshop - Oct. 4-5, 2021 - Postponed
Virtual Event | Oct 04 2021 to Oct 05 2021
The FOX Canadian Family Office Design Workshop covers basic principles of a well-run family office and provides tools and techniques to professionalize the office.Come and learn the basics or get a refresher on how to improve operations and take...
FOX Family Office Design Virtual Workshop - Postponed
Virtual Event | Sep 29 2021 to Sep 30 2021
This special version of our FOX Family Office Design Workshop was explicitly created for business-owning families with embedded family offices (i.e., where employees of the business currently provide services for the family).The workshop will...
FOX Enterprise Family Seminar - September 28, 2021 - Zürich, Switzerland - Postponed
In-Person Event | Sep 28 2021
The FOX European Enterprise Seminar: Building a Resilient Enterprise Family offers a thoughtful approach to organizing the complex dimensions of your enterprise family, once you have grown bigger than an operating business. We bring you tools,...
2021 FOX Private Trust Company Workshop
Virtual Event | Jan 26 2021 to Jan 28 2021
Online registration for this event is now closed. Please contact events@familyoffice.com if you have any questions or would like to inquire about registering for the Workshop.The Private Trust Company (PTC) has passed the test of time as a robust...
FOX Family Office Design Virtual Workshop - November 17-19, 2020
Virtual Event | Nov 17 2020 to Nov 19 2020
The FOX 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...
FOX Family Office Design Virtual Workshop - September 9-11 and November 2, 2020
Virtual Event | Sep 09 2020 to Sep 11 2020
The FOX 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...
FOX Family Office Design Workshop - November 19-20, 2019
Chicago, IL | Nov 19 2019 to Nov 20 2019
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...
Professionalizing the Family Office - June 12-14, 2019
Chicago | Jun 12 2019 to Jun 14 2019
We have helped many families design and professionalize their family office over the last three decades. The basic principles of a well-run family office have not changed but the ways to professionalize the office are always changing. Come and learn...
Building a Unified Family Enterprise - June 10-12, 2019
Chicago | Jun 10 2019 to Jun 12 2019
The FOX Building a Unified Family EnterpriseTM workshop will show you and your family how to design a long-term plan for your Family Enterprise. The workshop will give you the tools you need to implement a vision and a plan for your family’s future...
2019 FOX Private Trust Company Fundamentals Workshop
New Orleans | Feb 20 2019 to Feb 21 2019
The Private Trust Company (PTC) has passed the test of time as a robust structure for achieving the multi-generational goals of wealth preservation, stewardship, and promoting flourishing families. This program is essential for families forming or...
FOX Family Enterprise Thinking Workshop - December 5-6, 2018
Chicago | Dec 05 2018 to Dec 06 2018
There are many complexities that come with being a family enterprise. What starts out as a family business gradually evolves into multiple businesses, major real estate holdings, multi-generational ownership structures, and investment portfolios...
FOX Family Office Design Workshop - November 14-15, 2018
Chicago | Nov 14 2018 to Nov 15 2018
November 14-15, 2018 | Chicago, ILDeveloping and Improving Your Family OfficeFamilies and executives who are thinking about being more strategic and professionalizing their family office want to do it right. They want to know what steps...
2018 FOX Family Security Workshop
| Jul 18 2018 to Jul 19 2018
OverviewWith serious new challenges to the safety and security of prominent families arising each day, this seems like a good time to come together to hear from experts about the steps we need to take to protect our clients. The FOX Family Security...
FOX Family Enterprise Thinking Workshop - June 26-27, 2018
The Chicago Gleacher Center | Jun 26 2018 to Jun 27 2018
There are many complexities that come with being a family enterprise. What starts out as a family business gradually evolves into multiple businesses, major real estate holdings, multi-generational ownership structures and investment portfolios,...
2018 FOX Trustees and Beneficiaries Workshop
The Metropolitan | Jun 19 2018 to Jun 20 2018
FOX is pleased to offer the FOX Trustees and Beneficiaries Workshop on June 19-20, 2018 in Chicago. This workshop is one of the very few places trustees and beneficiaries get the high-quality, objective, and non-commercial training they need to...
FOX Family Office Design Workshop - June 12-13, 2018
University of Chicago Gleacher Center | Jun 12 2018 to Jun 13 2018
June 12-13, 2018 | Chicago, ILDeveloping and Improving Your Family OfficeFamilies and executives who are thinking about being more strategic and professionalizing their family office want to do it right. They want to know what steps to...
FOX Family Office Best Practices Workshop - Australia - March 6, 2018 - POSTPONED
The Langham Melbourne | Mar 06 2018
This Workshop has been postponed. Please contact Events at 312.327.1221 with any questions.March 6, 2018 | Melbourne, AustraliaDeveloping and Improving Your Family OfficeFamilies and executives who are thinking about being more strategic...
2018 FOX Private Family Trust Company Workshop
Fort Lauderdale | Feb 21 2018 to Feb 22 2018
Feb 21-22, 2018 | Fort Lauderdale, FLPrivate Family Trust Companies (PFTCs) have evolved from a new concept to one that is now established and used widely by family enterprises as a strategy for managing increasing complexity within...
The FOX Family Office Design Workshop
University of Chicago Gleacher Center | Nov 14 2017 to Nov 15 2017
View the 2018 Workshop, June 12-13 in Chicago, here. Developing and Improving Your Family OfficeFamilies and executives who are thinking about being more strategic and professionalizing their family office want to do it right. They want...
The FOX Trustees and Beneficiaries Workshop
Georgia Tech Hotel and Conference Center | Jun 20 2017 to Jun 21 2017
This workshop is one of the very few places trustees and beneficiaries get the high-quality, objective, and non-commercial training they need to fulfill their roles in an informed and confident way.Download Brochure
The FOX Family Enterprise Workshop - June 8-9, 2017
Rockefeller & Co. | Jun 08 2017 to Jun 09 2017
Download the BrochureEvolving Beyond the Business to a Family Enterprise View“Family enterprise” is the term used to describe the successful families that understand their collective wealth as broader than the family business or the financial wealth...
The FOX Family Enterprise Master Class - Australia
InterContinental Melbourne | Feb 10 2017
Download the Brochure to Register Developing a Family EnterpriseMindsetHelping enterprise families design and implement their long-term vision“Family enterprise” is the term used to describe the successful families that understand their...
FOX Family Enterprise Experience - A New FOX Workshop
University of Chicago Gleacher Center | Sep 27 2016 to Sep 29 2016
Download the BrochureEnterprise families are the most prepared to preserve the family and its wealth and well-being for future generations. Families who are successful in establishing an enterprise view tell us it is an evolving process that...
FOX Trustees and Beneficiaries Workshop - June 22-23, 2016
Princeton Club of New York | Jun 22 2016 to Jun 23 2016
The FOX Trustees and Beneficiaries Workshop will provide attendees a deeper understanding of the core trustee duties and powers as well as the trustee’s responsibilities for educating and mentoring the beneficiaries.Download the Brochure
Family Office Design Workshop - June 8-9, 2016
Westin Chicago River North | Jun 08 2016 to Jun 09 2016
Download the BrochureFamilies who are thinking about starting or refining a family office want to do it right. They want to know what steps to take, when to take them, and how to avoid costly mistakes. But they can’t see down the road to know what...
2015 Trustees and Beneficiaries Workshop
Convene Conference Center | Nov 17 2015 to Nov 18 2015
The FOX Trustees and Beneficiaries Workshop will provide attendees a deeper understanding of the core trustee duties and powers as well as the trustee’s responsibilities for educating and mentoring the beneficiaries.Download Brochure
2015 Family Office Design Workshop - May 5-6
University of Chicago Gleacher Center | May 05 2015 to May 06 2015
When families are thinking about forming a family office, or are new to the world of setting up a family office, they want to get things right from the start. They want to know what steps to take, when to take them, and how to avoid costly mistakes...
FOX Private Family Trust Company Symposium
Gleacher Center | Sep 22 2014 to Sep 23 2014
Veteran observers estimate that over 250 families have embraced the Private Family Trust Company (PFTC) as their robust and highly suitable structure for achieving the multi-generational goals of wealth preservation, stewardship and promoting...
Family Education Workshop - Norway
Hotel Scandic Fornebu | Jun 19 2014
Save the Date for this workshop on:Legacy and Succession Planning
The Trustee Workshop: Preparing for Duty as a Family Trustee
Dallas, TX | Nov 19 2013 to Nov 20 2013
This day and a half workshop will provide attendees a deeper understanding of the core trustee duties and powers as well as the trustee's responsibilities for educating and mentoring the beneficiaries.
Family Business Owner Series: How to Manage Family Business Risks
New York, NY | Nov 06 2013
This half day meeting on managing risk convenes family leaders of business owning families to discuss the process of identifying and isolating risks within the family enterprise, specifically relating to business and liquidity financing.
Family Business Owner Series: Building an Effective Board and the Role of Outsiders
Atlanta, GA | Oct 08 2013
This half day meeting helps family leaders of business owning families explore the process of building a strong family business, family office or philanthropic board, and the steps families should consider when introducing non-family board members.
Grantors, Trustees, and Beneficiaries: A New Look at Roles and Responsibilities
Chicago, IL | Jun 04 2013 to Jun 05 2013
This day and a half workshop will provide attendees a deeper understanding of the core trustee duties, skills and traits required to manage the personal demands and obligations of trusteeship.
Family Office Design & Best Practices Workshop
Chicago, IL | May 13 2013 to May 14 2013
This day and a half workshop is designed for leaders of newly liquid families and newly established family offices. This workshop will cover the best-practice steps one should should take when establishing a formal family office.
Family Leadership Succession Workshop: Developing a Roadmap for Successful Leadership Transition
Chicago, IL | Apr 22 2013 to Apr 23 2013
This day and a half workshop uses collaborative group work and interactive dialogue to walk family leaders through the leadership succession process.
Family Business Owner Roundtable: Building an Effective Board and the Role of Outsiders
Chicago, IL | Feb 25 2013
The Family Business Owner Roundtable is a half day meeting where family leaders of business owning families convene to discuss the process of building a strong family board and the steps families should consider when introducing non-family board...
Grantors, Trustees, and Beneficiaries: A New Look at Roles and Responsibilities
New York, NY | Nov 28 2012 to Nov 29 2012
This workshop looks at the role of the trustee – their fiduciary expectations and requirements and the bounds of their authority – from multiple perspectives. Expert speakers will review best practices in trust administration and discuss strategies...
New York, NY | Sep 12 2012 to Sep 14 2012
FOX brings its extensive knowledge of wealth owners’ needs and their expectations of advisors to a new course for individuals and firms interested in strengthening their sales and delivery of integrated services to ultra-high-net-worth families.
Family Leadership Succession: Developing a Roadmap for Successful Leadership Transition
New York, NY | Sep 10 2012 to Sep 12 2012
Great family enterprise leaders are invaluable. The best are stewards and teachers, historians and architects. They are very often parents or grandparents. For most family enterprises, a change in leadership is hard to conceive and generally...