Overview
FOX’s Family Office & 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 estate planning, to navigating talent and transition challenges, attendees will walk away with tangible ideas for enhancing your work. For a portion of this forum, two tracks will be created: one which focuses on family office executive related content and one focused on advisor member firms programming. FOX’s Family Office & Wealth Advisor Forum tends to be FOX’s most technical of the three FOX Forum’s and is built for the practitioners.
“Highly timely topics and excellent speakers discussing how to be better professionals in supporting our families, clients, and teams.” – Previous Forum Attendee
Who Should Attend
In-person and virtual registration for this event is for family office and advisor members of FOX. Family members interested in the operational elements of the family office are welcomed.
Qualified non-member prospects may attend this event virtually. Please contact FOX for more information.
Registering for the Program
Please note that forum credits or a registration fee will be required to attend in-person or virtually. Additional discounts will be available for multiple members of your family or firm to attend in-person. Please contact your relationship manager or events@familyoffice.com for more information.