Forums
Atlanta, GA and Virtual | Oct 28 2024 to Oct 30 2024
October 28: Reserved for Family Members, Single-Family Office Executives, and FOX Thought Leader Members October 29-30: Open to all FOX Members
At the 2024 FOX Family Forum, family members, office executives, and their trusted advisors will...
Rising Gen at the 2024 FOX Family Forum
Atlanta, GA | Oct 27 2024 to Oct 28 2024
Exclusively for our Rising Gen members, we will kick off programming Monday morning. On Sunday evening, October 26, we will also have an informal dinner open only to our Rising Gen participants. You will come away with ideas, tools, and frameworks...
2024 FOX Family Office & Wealth Advisor Forum
Chicago, IL and Virtual | Jul 15 2024 to Jul 17 2024
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...
2024 FOX Global Investment Forum
Miami, FL and Virtual | May 07 2024 to May 08 2024
Virtual programming May 8 only
May 7: Reserved for Family Members and Single-Family Office Executives.May 8: Open to all qualified FOX Members.
At the heart of every family office is one goal – to sustain wealth for generations to come. Over the...
Chicago, IL and Virtual | Oct 23 2023 to Oct 25 2023
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...
2023 FOX Cyber & Security Summit
Virtual | Sep 12 2023 to Sep 13 2023
Join FOX at the first-ever Cyber & Security Summit!
Risk management is a crucial component to the success of family offices and the families they serve. At the forefront of family office risk management is security – cyber, personal, and...
2023 FOX Family Office and Wealth Advisor Forum
Chicago, IL and Virtual | Jul 10 2023 to Jul 12 2023
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...
Virtual Event | Jun 20 2023 to Jun 22 2023
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...
2023 FOX Global Investment Forum
Dallas, TX and Virtual | Mar 21 2023 to Mar 22 2023
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,...
Atlanta, GA and Virtually | Oct 24 2022 to Oct 26 2022
October 24: Reserved for Family Members, Family Office Executives, and FOX Thought Leaders Council Members October 25-26: Open to all FOX Members
At the 2022 FOX Family Forum, family members, office executives, and their trusted advisors will come...
Chicago, IL and Virtually | Jul 12 2022 to Jul 13 2022
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...
Virtual Event | Jun 14 2022 to Jun 16 2022
Join FOX at the third annual Technology Showcase!
Hear from technology leaders and visionaries in the family office industry as technology needs continue to grow at an exponential rate. The future of connectivity, integration, and next-generation...
Chicago, IL and Virtually | May 18 2022 to May 19 2022
Take your personal and professional growth to the next level at the 2022 FOX Wealth Advisor Forum. This year’s forum will address the myriad of transitions that families are experiencing and how advisors can help them navigate. Additionally, growth...
2022 FOX Global Investment Forum
Miami, FL and Virtually | Apr 05 2022 to Apr 06 2022
At the heart of every family office is one goal – to sustain wealth for generations to come. Over the course of two days, join the FOX community’s most sophisticated private capital investors as they explore and share best practices, market insights...
Hybrid Event | Oct 26 2021 to Oct 28 2021
October 26: Reserved for Family Members, Family Office Executives, and FOX Thought Leader Council MembersOctober 27-28: Open to all FOX Members
For the first time since 2019, join your peers in-person at the 2021 FOX Family Forum in Chicago or...
Virtual | Jul 20 2021 to Jul 21 2021
This compelling two-day virtual 2021 FOX Family Office Forum™ will bring together C-suite family office executives, senior managers, HR managers, technology heads, and family members to discuss the common challenges family office leaders and...
Virtual Event | Jun 15 2021 to Jun 17 2021
Join FOX at the second annual FOX Technology Showcase from June 15-17, 2021. FOX has expanded the former Family Office Showcase Technology Showcase into an independent virtual event featuring innovative sponsors offering solutions ranging from...
2021 FOX Virtual Wealth Advisor Forum
Virtual Event | May 11 2021 to May 13 2021
The FOX Wealth Advisor Forum brings to the forefront the topics, issues and insights that advisors need to know to not only thrive but navigate new opportunities and direction. In 2021, advisors need to be prepared more than ever to respond to the...
2021 FOX Virtual Global Investment Forum
Virtual Event | Apr 20 2021 to Apr 22 2021
Over the course of three days, the FOX community’s most sophisticated private capital investors will explore what’s on the investing universe horizon, direct investing trends, impact investing, the future of public equities, what’s new in...
Virtual | Oct 27 2020 to Oct 29 2020
October 27: Reserved for Families, Single Family Offices, and the FOX Thought Leaders Council October 28-29: Open to all FOX members
If 2020 has taught us anything, it’s that procrastination is a luxury we can no longer afford. Unlike the 2008...
Virtual Event | Sep 21 2020 to Sep 23 2020
Join your family office peers at the 2020 FOX Family Office Forum™. This year, more than ever, you’ll want to take advantage of the chance to learn how other family offices are addressing the swiftly churning talent, technology, and teaming tides....
2020 FOX Family Office Technology Showcase
Virtual Event | Jul 28 2020 to Jul 30 2020
We are excited to announce our new FOX Family Office Technology Showcase. We have expanded the former Family Office Forum Technology Showcase into a three-day, standalone, virtual experience.
Learn about the latest technology disruptions and attend...
2020 FOX Virtual Global Investment Forum
Virtual Event | Jul 14 2020 to Jul 17 2020
Due to the ongoing pandemic, the 2020 FOX Global Investment Forum™ has gone virtual. Over the course of four days, the FOX community’s most sophisticated private capital investors will explore what’s on investing’s horizon, including emerging...
2020 FOX Virtual Wealth Advisor Forum
Virtual Event | Jun 23 2020 to Jun 25 2020
Due to the ongoing global pandemic, this year’s FOX Wealth Advisor Forum™ has gone virtual. Over the course of three days we will focus on key issues that will likely endure during and beyond the pandemic. We will explore promising technologies, the...
Chicago, IL | Oct 28 2019 to Oct 30 2019
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...
Chicago, IL | Jul 16 2019 to Jul 17 2019
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...
Dallas, TX | May 01 2019 to May 02 2019
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...
2019 FOX Global Investment Forum
New York, NY | Mar 13 2019 to Mar 14 2019
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,...
2018 FOX Fall Enterprise Forum
Chicago, IL | Oct 22 2018 to Oct 24 2018
In periods of rapid change, the risks can sometimes seem overwhelming -- whether geopolitics, industry and market disruption, technological change, or cybersecurity concerns. However, one of the unanticipated benefits of change is the silver lining...
2018 FOX Autumn Global Investment Forum
New York, NY | Sep 13 2018
The FOX Autumn Global Investment Forum™ brings together the most sophisticated investors of private capital across the FOX community, as they consider the challenges involved in investing as volatility returns to the markets.
We will address the...
Chicago, IL | Jul 17 2018 to Jul 19 2018
The FOX Financial Executives Forum now has a new name: The FOX Family Office Forum.
Anyone who has attended recently knows that the scope of the conference expanded beyond only financial executives long ago. The topics and the peer network now...
Chicago, IL | May 16 2018 to May 17 2018
This year’s FOX Wealth Advisor Forum™ will focus on practical, business-building approaches to the many trends and issues affecting advisors to the ultra-wealthy. We will offer methods to address the accelerating innovations in investment technology...
Chicago, IL | Apr 19 2018 to Apr 20 2018
The FOX Global Owners Forum™ attracts family members from around the world. It is programmed exclusively for the owners of family enterprises. It is a place where owners can be together with their true peers in an energizing learning and sharing...
2018 FOX Spring Global Investment Forum
San Francisco, CA | Mar 13 2018
The FOX Spring Global Investment Forum™ brings together the most sophisticated investors of private capital across the FOX community.
Private investors face increasing challenges investing long-term capital in this time of significant disruption....
Chicago, IL | Oct 23 2017 to Oct 25 2017
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...
2017 FOX Autumn Global Investment Forum
New York, NY | Sep 12 2017
The FOX Autumn Global Investment Forum™ brings together the most sophisticated investors of private capital across the FOX community.
The Forum will address investors’ uncertainty resulting from today’s shifting interest rate environment and the...
2017 FOX Financial Executives Forum
Chicago, IL | Jul 18 2017 to Jul 19 2017
Catch up on the latest developments in technology, insurance, taxes, security, and family office processes at the 2017 FOX Financial Executives Forum.
Review solutions that can solve unique family office challenges from top Fintech providers...
Cancelled due to Weather - 2017 Michael Brink Memorial Golf Outing
The Glen View Club | May 02 2017
**Please note that due to weather and the resulting course conditions, the Golf Outing has been cancelled.**
We hope you will be able to join our wealth advisor members and FOX staff for a game of golf, networking and fellowship followed by the...
Chicago, IL | May 02 2017 to May 04 2017
The wealth advisor business is in the throes of unprecedented change. This year’s FOX Wealth Advisor Forum™ will explore the trends and transformations that are disrupting “business as usual” and requiring significant reassessment of how advisors do...
2017 FOX Spring Global Investment Forum
San Francisco, CA | Apr 04 2017
The FOX Spring Global Investment Forum™ brings together the most sophisticated investors of private capital across the FOX community to address the pivotal investment issues of today.While recognizing the important distinctions between institutional...
Palm Beach, FL | Mar 02 2017 to Mar 03 2017
The FOX Global Owners Forum™ returns in March 2017 to guide families on their enterprise journey. This event is programmed specifically for family members.
This is a unique opportunity for family members to meet with members of families like...
Chicago, IL | Nov 02 2016 to Nov 04 2016
Agenda | Exhibitors | Presenters | Venue & Accommodations | Materials
Family members, family office executives, and advisors to families all may have the opportunity to partner with one another at various points in the history of a family....
FOX Autumn Global Investment Forum 2016
New York, NY | Sep 15 2016
Agenda | Exhibitors | Speakers | Venue & Accommodations | Materials
The FOX Autumn Global Investment Forum™, September 15 in New York City, is designed to satisfy the unique interests and needs of family investment decision-makers and their...
FOX Financial Executives Forum 2016
Chicago, IL | Jul 19 2016 to Jul 20 2016
The FOX Financial Executives Forum is the industry’s premier event for critical family office updates and best practices. It’s the place to stay sharp and ensure that you are providing your family clients highest-quality service and advice.
Join...
Coral Gables, FL | May 03 2016 to May 05 2016
On May 3-5, the focus of the wealth management world will be on Coral Gables, FL. The leading advisors will converge for the 2016 FOX Wealth Advisor Forum™, where Family Office Exchange will reveal their latest insights into the needs of the world'...
FOX Spring Global Investment Forum 2016
New York, NY | Apr 06 2016
The FOX SPRING Global Investment Forum™ is a different kind of investment conference — it is for owners of investment capital and CIOs working for owners of investment capital. Designed to engage the unique interests of family investment decision-...
2016 Private Family Trust Company Symposium
| Feb 10 2016
Symposium - For Those Currently Operating a PFTC
Examines how to maximize a PFTC’s potential for meeting a family’s needs and aspirations. Sessions will address strategies families can implement in the areas of:
Achieving goals
Risk assessment...
2016 Private Family Trust Company Workshop and Symposium
| Feb 09 2016 to Feb 10 2016
Tuesday, February 9, 2016
Assessing Impact, Creating and Operating a PFTC
Pre-Symposium Workshop - For Those Exploring Forming a PFTC
As a family considers whether a PFTC would be the best trustee to make discretionary decisions on how their wealth...
Coral Gables, FL | Dec 01 2015 to Dec 02 2015
FOX proudly presents this new forum exclusively for family leaders.
The 2015 FOX Global Owners Forum is a unique opportunity for family leaders to meet with fellow wealth owners to discuss their experiences and challenges in...
Chicago, IL | Oct 21 2015 to Oct 23 2015
Seeking ways to keep all family members interested and involved in family matters is a key objective of most family offices. This year’s FOX Fall Forum provides a broad array of new ideas and skills to enrich the delivery of service and strengthen...
2015 FOX Global Investment Forum
New York, NY | Sep 10 2015
Purpose of the Forum: The 2015 FOX Global Investment Forum will foster smart, investment focused conversations among peers on trends, opportunities, processes, and best practices for multi-generation families with an educational slant...
2015 FOX Financial Executives Forum
Chicago, IL | Jul 21 2015 to Jul 22 2015
The FOX Financial Executives Forum is the premier event for critical family office updates and best practices. It’s the place to stay sharp and ensure that you are providing your family clients highest-quality service and advice.
Join your peers...
2015 Michael Brink Memorial Golf Outing
Biltmore Golf Course, Coral Gables, FL | Apr 27 2015
We hope you will be able to join our wealth advisor members and FOX staff for a game of golf, networking and fellowship followed by refreshments and a casual dinner.
The cost is $295.00 per person.
This includes box lunch, golf, cart, practice...
Coral Gables, FL | Apr 27 2015 to Apr 29 2015
An advisor is the catalyst, the visionary, and the person making things happen in the client’s integrated wealth plan. Every advisor has to do their part in order to build long-term family wealth and sustainability.
To build a successful integrated...
Chicago, IL | Oct 28 2014 to Oct 30 2014
When we founded Family Office Exchange 25 years ago, private families had no standards for managing multi-generational wealth. Today, it’s customary to sustain family wealth through single and multi-family offices, and providing integrated and...
2014 Financial Executives Forum
Chicago, IL | Jul 22 2014 to Jul 23 2014
The FOX Financial Executives Forum is the premier event for critical family office updates and best practices. It’s the place to stay sharp and ensure that you are providing your family clients highest-quality service and advice.
Join your peers...
Chicago, IL | Apr 23 2014 to Apr 25 2014
Advisors should plan to join us for the Wealth Advisor Forum, this year for an in-depth look at the issues that promote success in the private wealth management industry over the next decade.
As Family Office Exchange reflects on the past 25 years...
Michael Brink Memorial Golf Outing
The Glen Club, Glenview Illinois | Apr 23 2014
Fee of $250/pp includes lunch, golf, unlimited use of practice facility, cart, bag handling and locker service, halfway house and beverage cart service during golf and bus transportation from the Fairmont Chicago to The Glen Club...
Chicago, IL | Oct 28 2013 to Oct 30 2013
Agenda / Materials / Speakers / Sponsors
Fifty years ago a hypothesis was presented to the New York Academy of Science. The theory stated “A butterfly could flap its wings and set molecules of air in motion which would move other molecules of air in...
2013 FOX Financial Executives Forum
Chicago, IL | Jul 17 2013 to Jul 18 2013
The FOX Financial Executives Forum is the premier event for critical family office updates and best practices. It’s the place to stay sharp and ensure that you are providing your family clients the highest-quality service and advice.
Join us July...
Miami, FL | Apr 30 2013 to May 02 2013
Join us May 1- May 2 at the Biltmore in Coral Gables, Florida, for an in-depth look at the issues that promote success in the private wealth management industry over the next decade. From hearing the latest FOX research on areas of growth, pricing...
Chicago, IL | Oct 24 2012 to Oct 25 2012
Agenda / Materials / Speakers / Sponsors
The strength of any membership organization is its members. FOX is a place for people to ask questions, to share ideas and benefit from the knowledge we’ve collected during the more than 20 years of serving...
FOX Financial Executives Forum 2012
Chicago, IL | Jul 18 2012 to Jul 19 2012
The FOX Financial Executives Forum is where financial executives meet for an annual update on industry developments and best practices. It’s the place to stay sharp and ensure that your office is delivering service and advice that is the best for...