FOX Offers Critical Updates for Financial Executives in Family Offices

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Marvin Pollack
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FOX Offers Critical Updates for Financial Executives in Family Offices

2016 FOX Financial Executives Forum will cover developments in technology, tax, estate planning and human capital

Chicago, May 11, 2016– Family Office Exchange (FOX), a global membership organization of enterprise families and their key advisors, will hold its 2016 Financial Executives Forum in Chicago on July 19-20. The annual gathering of single- and multi-family office financial executives will feature critical updates on tax and estate laws, technology solutions, human capital, and family office best practices.

“This is the Forum to go to if you are looking to stay sharp and ensure you are providing your family clients with the highest-quality service and advice—all while enjoying unparalleled opportunities to meet and network with your peers,” says Alexandre Monnier, President of Family Office Exchange. “If you are a financial executive in a family office, there’s no better environment for learning and networking.”

Topics on this year's Forum agenda include:

  • How the Internet of Things (IoT) will change the family office industry and how we serve our clients
  • The latest updates in estate laws and taxes that family office executives need to watch for in 2016 and beyond
  • Trends and new technology in secure client communications
  • Social media security for family members and staff
  • Breakout sessions on family office structures, estate settlement readiness, creating family office portals, and the latest from the IRS
  • In-person meetings of the FOX Technology Operations & Data Security (TODS) and Human Capital (HCAP) Networks

The Forum also features a series of detailed demonstrations of state-of-the-art technology solutions for the family office. And like at all FOX Forums, you’ll have the opportunity to tap the collective wisdom and experience of true peers in a comfortable, secure setting.

Registration and additional information about the event is available at https://www.familyoffice.com/learning-events/forums/fox-financial-executives-forum-2016.

About Family Office Exchange

Family Office Exchange (FOX) is the premier global member network for enterprise families and their advisors who are pursuing best practices for managing their family enterprise and growing their family wealth. The community includes over 8,000 family leaders and sophisticated advisors from 500 organizations in 20 countries who utilize FOX’s resources each year for advice, networking, education, and best practices in wealth management.

FOX is headquartered in Chicago with offices in New York, Santa Barbara, Sydney, and London. For more information about FOX email us at info@familyoffice.com or visit www.familyoffice.com.