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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.

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Event Format Key:
[in person] In Person
[teleconference] Teleconference
[web conference] Web Conference
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 Date Name and Contact Information
3/10/2010

 
Event: Success Factors: Family Members Working in the Family Office
Description: Family Office Management and Technology
Contact: Jennifer Muntz
Phone: 312-327-1211
Email: jmuntz@familyoffice.com
3/24/2010

 
Event: Pragmatic versus Romantic: The Ins and Outs of Prenuptial Agreements
Description: Family Continuity and Governance Series
Contact: Jennifer Muntz
Phone: 312-327-1211
Email: jmuntz@familyoffice.com
4/28/2010

 
Event: Up and Coming or Just Up and Down?: An Insider’s Perspective of Emerging Markets
Description: Wealth Preservation & Investing Series
Contact: Jennifer Muntz
Phone: 312-327-1211
Email: jmuntz@familyoffice.com
5/12/2010

 
Event: Oh, Canada? Reevaluating the Effects of Citizenship for Generational Wealth Planning
Description: Personal Financial Security Series
Contact: Jennifer Muntz
Phone: 312-327-1211
Email: jmuntz@familyoffice.com
5/19/2010 - 5/20/2010

 
Event: Wealth Advisor Forum
Description: FOX’s Wealth Advisor Forum offers the industry’s most comprehensive look at challenges and solutions associated with the increasingly competitive and demanding private wealth management market. This is a unique opportunity to stay abreast of the issues that matter and gain insights from peers on a variety of issues.
Venue: The Ritz-Carlton Chicago
Location:   Chicago , IL  United States of America
Company:  Family Office Exchange
Contact: Karen Emanuelson, CMP
Phone: 312-327-1224
Fax: 312-327-1212
Email: kemanuelson@familyoffice.com
10/19/2010 - 10/20/2010

 
Event: Fall Forum
Description: Advisor program dates
Venue: Sheraton Chicago
Location:   Chicago , IL  United States of America
Company:  Family Office Exchange
Contact: Karen Emanuelson, CMP
Phone: 312-327-1224
Fax: 3123-327-1212
Email: kemanuelson@familyoffice.com