Home | Search | Site Map | Contact Us | FAQ | Log In

 

 

 


 

 



Family Office Exchange tracks important wealth management industry seminars available to families and private investors. The Events Calendar provides the latest dates and contact information for exclusive FOX wealth management events that cover issues including industry trends and issues, investment management strategies, philanthropy, and family office best practices.

 Search by Event Type:



Event Format Key:
[in person] In Person
[teleconference] Teleconference
[web conference] Web Conference
 Search by Date:
Start Date: End Date:
 Date Name and Contact Information
2/8/2012

 
Event: 2012 Estate Planning Update
Start Time 10:00 AM Central Time
End Time 11:30 AM Central Time
Contact: Jennifer Muntz
Email: jmuntz@familyoffice.com
2/21/2012 - 2/23/2012

 
Event: Family Office 101: Creating a Family Office Blueprint
Description: The first step in opening a single family office is to think of it as a business, and develop a plan. In this workshop, participants will learn from experienced professionals and family members the best practices for how to build a family office structure to support the family group. We will explore guiding principles and governance, scope of services and delivery models, investment processes, and allocation of costs.

Who should attend? FO 101 is designed for family members and family office executives of newly liquid families and families who have recently started a family office. By the end of the workshop, you will create your own custom roadmap for the next 18-24 months of office start-up, and understand how to measure the value of your office.


Location:   Coral Gables , FL
Phone: 312.327.1231
Fax: 312.327.1212
Email: workshops@familyoffice.com
Click here for Agenda
Click here to Register
3/20/2012 - 3/21/2012

 
Event: Global Family Council
Location:   Frankfurt  Germany
Contact: Alex Hayward
Email: ahayward@familyoffice.com
3/23/2012

 
Event: Swiss Investment Roundtable
Location:   Geneva  Switzerland
Contact: Alex Hayward
Email: ahayward@familyoffice.com
3/27/2012 - 3/28/2012

 
Event: Grantors, Trustees and Beneficiaries: A New Look at Roles and Responsibilities
Description: With trustee liability increasingly in the headlines, fiduciary education is of critical importance. Whether you are selecting a trustee, becoming a trustee, or working with one as a beneficiary, it is imperative to understand the full scope and duties of this position. In this workshop, you will gain a deeper understanding of the core trustee duties and the skills and traits required to manage the personal demands and dynamics of trusteeship. Experts will review best practices in trust administration and discuss strategies for trustees and beneficiaries to work together more effectively.

Who should attend? Family members, family office executives and advisors playing a fiduciary role should attend this workshop. You'll engage in role play with your peers to gain a deeper understanding of differing perspectives and come away with a clear checklist of your responsibilities.


Location:   Chicago , IL
Contact: Ashley Wynne
Phone: 312.327.1231
Fax: 312.327.1212
Email: workshops@familyoffice.com
Click here for Agenda
Click here to Register
3/28/2012

 
Event: Topic: Family Office Compensation
Start Time 10:00 AM Central Time
End Time 11:30 AM Central Time
Contact: Jennifer Muntz
Email: jmuntz@familyoffice.com
4/16/2012 - 4/18/2012

 
Event: FOX Wealth Advisor Forum
Description: 

The FOX Wealth Advisor Forum returns to warm and sunny Florida this year with an exceptional program of powerful, new market insights, networking techniques, and client service strategies that will increase your share of the family wealth market.

Capitalizing on new FOX research and a strong roster of subject matter experts, we will delve into building relationships, trust, and client services; partnering with clients to help them understand how changes will affect them; and creating a thriving business through marketing, referrals, and networking.


Venue: Biltmore Coral Gables
Location:   Coral Gables , FL
Contact: Kara Morton
Phone: 312.327.1252
Fax: 312.327.1212
Email: Kmorton@familyoffice.com
Click here for Agenda
Click here to Register
4/30/2012 - 5/2/2012

 
Event: Launching a Business Strategy for a Well-Run Multi-Family Office
Description: Understanding ultra wealthy families and their unique challenges is a key component of a successful multi-family office. In this workshop you will learn what families are looking for, how successful MFOs have developed an integrated service delivery model, and what technology platforms will provide the necessary reporting to meet the needs of sophisticated clients.

Who should attend? This workshop is designed for individuals and firms who are contemplating starting an MFO and firms who have already launched. By the end of the program you will learn what it takes to run a successful MFO and have the information you need to determine next steps.


Location:   New York , NY
Phone: 312.327.1231
Fax: 312.327.1212
Email: Workshops@familyoffice.com
Click here for Agenda
5/3/2012 - 5/4/2012

 
Event: FOX Investment Forum
Location:   New York , NY
Phone: 312.327.1224
Fax: 312.327.1212
Email: events@familyoffice.com
5/22/2012

 
Event: Thought Leaders Council
Location:   New York , NY
Phone: 312.327.1224
Fax: 312.327.1212
Email: events@familyoffice.com
5/24/2012

 
Event: Wealth Advisor Briefing
Location:   San Francisco , CA
Phone: 312.327.1224
Fax: 312.327.1212
6/12/2012 - 6/14/2012

 
Event: Australia MFO Roundtable: Building a Successful Wealth Advisory Business
Location:   Australia
6/20/2012

 
Event: Regional Member Event
Location:   New York , NY
Phone: 312.327.1224
Fax: 312.327.1212
6/21/2012

 
Event: Wealth Advisor Briefing
Location:   New York, NY
Phone: 312.327.1224
Fax: 312.327.1212
7/12/2012

 
Event: Wealth Advisor Briefing
Location:   Chicago , IL
Phone: 312.327.1224
Fax: 312.327.1212
9/10/2012 - 9/11/2012

 
Event: Family Leadership Succession: Developing a Roadmap for Successful Leadership Transition
Description: The single greatest challenge for families of wealth is managing a successful family leadership transition. In this workshop you will hear how leadership succession is a process and not an event. Participants will learn how to use skills profiling to identify future leaders who have a greater chance of success and to engage owners in the succession conversation.

Who should attend? This workshop is for family members and their trusted advisors. With guidance from experts in the field and input from your peers, you will develop a custom timeline and next steps for succession planning in your family business, family council, family office, and/or family foundation.


Location:   Chicago , IL
Phone: 312.327.1231
Fax: 312.327.1212
Email: workshops@familyoffice.com
Click here for Agenda
9/20/2012 - 9/21/2012

 
Event: Inaugeral International MFO Council Meeting
Location:   London  United Kingdom
Contact: Alex Hayward
Email: ahayward@familyoffice.com
9/25/2012

 
Event: Wealth Advisor Briefing
Location:   Philadelphia , PA
Phone: 312.327.1224
Fax: 312.327.1212
10/2/2012 - 10/3/2012

 
Event: Global Family Council Meeting
Location:   London  United Kingdom
Contact: Alex Hayward
Email: Ahayward@familyoffice.com
10/22/2012 - 10/24/2012

 
Event: FOX Fall Forum
Location:   Chicago , IL
Phone: 312.327.1231
Fax: 312.327.1212
Email: events@familyoffice.com
11/28/2012 - 11/29/2012

 
Event: Grantors, Trustees and Beneficiaries: A New Look at Roles and Responsibilities
Description: With trustee liability increasingly in the headlines, fiduciary education is of critical importance. Whether you are selecting a trustee, becoming a trustee, or working with one as a beneficiary, it is imperative to understand the full scope and duties of this position. In this workshop, you will gain a deeper understanding of the core trustee duties and the skills and traits required to manage the personal demands and dynamics of trusteeship. Experts will review best practices in trust administration and discuss strategies for trustees and beneficiaries to work together more effectively.

Who should attend? Family members, family office executives and advisors playing a fiduciary role should attend this workshop. You'll engage in role play with your peers to gain a deeper understanding of differing perspectives and come away with a clear checklist of your responsibilities.


Location:   New York , NY
Phone: 312.327.1231
Fax: 312.327.1212
Email: workshops@familyoffice.com
Click here for Agenda