2017 FOX Fall Forum

Agenda
Exhibitors
Presenters
Venue & Accommodations
Brochure
Materials

Overview

Family Journeys: Traveling With Intention

As we travel through life, the people we meet, the things we learn, and the goals we set influence our paths. The experiences we collect along the way and the stories we tell about them connect our past to our present and help us set a course for the future. At this year’s FOX Fall Forum, we’ll hear from families who have found meaning and purpose in their journeys and can guide us with their wisdom. We’ll also examine best practices and strategies that families who are traveling with intention can use as roadmaps. Join us for the wide range of stimulating sessions and the opportunity to see old friends and network with new ones in our unique peer community.


The 2017 FOX Fall Forum will take place October 23-25 at the JW Marriott in Chicago, IL.
 

Please note that a discount may be available to additional paid attendees from your organization.  Contact the Events team via phone at 312.327.1221 or email events@familyoffice.com to receive the additional attendee coupon code.

Download Brochure

Exhibitors

Registrations are subject to approval by FOX.
 
REFUND POLICY: For event registrations, refunds of payment or forum allotments will be offered if the cancellation is made in writing to Family Office Exchange at events@familyoffice.com five (5) or more business days prior to the start of the event. For more information regarding administrative policies please contact FOX office at: 312.327.1200.

 
Field of Study: Finance - Up to 11.5 CPE credits can be earned by attending this event. CPE credits are accepted at the option of state certifying boards. Requirements, compliance procedures and acceptance may vary by state. Learning Objectives: Upon completion of the program, participants will have an understanding of the best practices and strategies successful families have utilized on their family journeys when addressing topics, such as: family engagement, business processes, succession planning, impact investing, direct investing, family security, and risk management.
 
Program Level: Overview | No prerequisites are required for any of the sessions. | Delivery Method: Group Live Program


Family Office Exchange is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.