Family Office Exchange
Industry Calendar of Events
Up-to-date information on wealth management
events covering investment management strategies, philanthropy, and family
office best practices.
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| 2/8/2012 10:00:00 AM - 2/8/2012 11:30:00 AM |
Event: 2012 Estate Planning Update Contact: Jennifer Muntz Email: jmuntz@familyoffice.com |
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| 2/21/2012 - 2/23/2012 |
Event: Family Office 101: Creating a Family Office Blueprint Phone: 312.327.1231 Fax: 312.327.1212 Email: workshops@familyoffice.com |
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| 2/23/2012 - 2/24/2012 |
Event: Senior Management Council Meeting Contact: Ken O'Young Phone: 312.327.1241 Email: Koyoung@familyoffice.com |
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| 2/29/2012 - 3/1/2012 |
Event: Financial Executive Council Phone: 312.327.1241 |
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| 2/29/2012 10:00:00 AM - 2/29/2012 11:30:00 AM |
Event: Topic: Co-investing Case Study Contact: Jennifer Muntz Email: jmuntz@familyoffice.com |
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| 3/5/2012 - 3/6/2012 |
Event: Business Owner Council Contact: Ken O'Young Phone: 312.327.1241 Email: Koyoung@familyoffice.com |
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| 3/6/2012 - 3/7/2012 |
Event: U.S. MFO Council Meeting Contact: Karen Emanuelson Phone: 312.327.1224 Fax: 312.327.1212 Email: kemanuelson@familyoffice.com |
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| 3/14/2012 - 3/15/2012 |
Event: Executive Council Contact: Ken O'Young Phone: 312.327.1241 Email: Koyoung@familyoffice.com |
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| 3/14/2012 10:00:00 AM - 3/14/2012 11:30:00 AM |
Event: Webinar - TBD Contact: Jennifer Muntz Email: jmuntz@familyoffice.com |
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| 3/20/2012 - 3/21/2012 |
Event: Global Family Council Contact: Alex Hayward Email: ahayward@familyoffice.com |
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| 3/23/2012 |
Event: Swiss Investment Roundtable Contact: Alex Hayward Email: ahayward@familyoffice.com |
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| 3/27/2012 - 3/28/2012 |
Event: Grantors, Trustees and Beneficiaries: A New Look at Roles and Responsibilities Contact: Ashley Wynne Phone: 312.327.1231 Fax: 312.327.1212 Email: workshops@familyoffice.com |
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| 3/28/2012 10:00:00 AM - 3/28/2012 11:30:00 AM |
Event: Topic: Family Office Compensation Contact: Jennifer Muntz Email: jmuntz@familyoffice.com |
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| 4/4/2012 10:00:00 AM - 4/4/2012 11:30:00 AM |
Event: FOX Strategic Planning Contact: Jennifer Muntz Email: jmuntz@familyoffice.com |
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| 4/16/2012 - 4/18/2012 |
Event: FOX Wealth Advisor Forum Contact: Kara Morton Phone: 312.327.1252 Fax: 312.327.1212 Email: Kmorton@familyoffice.com |
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| 4/25/2012 10:00:00 AM - 4/25/2012 11:30:00 AM |
Event: FOX Research Contact: Jennifer Muntz Email: jmuntz@familyoffice.com |
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| 4/30/2012 - 5/2/2012 |
Event: Launching a Business Strategy for a Well-Run Multi-Family Office Phone: 312.327.1231 Fax: 312.327.1212 Email: Workshops@familyoffice.com |
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| 5/3/2012 - 5/4/2012 |
Event: FOX Investment Forum Phone: 312.327.1224 Fax: 312.327.1212 Email: events@familyoffice.com |
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| 5/14/2012 - 5/15/2012 |
Event: Investment Council Contact: Ken O'Young Phone: 312.327.1241 Email: Koyoung@familyoffice.com |
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| 5/16/2012 - 5/17/2012 |
Event: Owner/ Operator Council Contact: Ken O'Young Phone: 312.327.1241 Email: koyoung@familyoffice.com |
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| 5/22/2012 |
Event: Thought Leaders Council Phone: 312.327.1224 Fax: 312.327.1212 Email: events@familyoffice.com |
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| 5/24/2012 |
Event: Wealth Advisor Briefing Phone: 312.327.1224 Fax: 312.327.1212 |
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| 6/6/2012 - 6/9/2012 |
Event: Family Office 101 |
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| 6/12/2012 - 6/14/2012 |
Event: Australia MFO Roundtable: Building a Successful Wealth Advisory Business |
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| 6/20/2012 |
Event: Regional Member Event Phone: 312.327.1224 Fax: 312.327.1212 |
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| 6/21/2012 |
Event: Wealth Advisor Briefing Phone: 312.327.1224 Fax: 312.327.1212 |
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| 7/12/2012 |
Event: Wealth Advisor Briefing Phone: 312.327.1224 Fax: 312.327.1212 |
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| 7/18/2012 |
Event: Financial Executive Council |
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| 7/18/2012 - 7/19/2012 |
Event: FOX Financial Executives Forum Phone: 312.327.1231 Fax: 312.327.1212 Email: Events@familyoffice.com |
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| 8/20/2012 - 8/21/2012 |
Event: Business Owner Council Contact: Ken O'Young Phone: 312.327.1241 Email: Koyoung@familyoffice.com |
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| 9/10/2012 - 9/11/2012 |
Event: Family Leadership Succession: Developing a Roadmap for Successful Leadership Transition Phone: 312.327.1231 Fax: 312.327.1212 Email: workshops@familyoffice.com |
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| 9/12/2012 |
Event: Regional Member Event Phone: 312.327.1224 Fax: 312.327.1212 |
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| 9/13/2012 |
Event: Wealth Advisor Briefing Phone: 312.327.1224 Fax: 312.327.1212 |
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| 9/19/2012 - 9/20/2012 |
Event: Executive Council Meeting Contact: Ken O'Young Phone: 312.327.1241 Email: koyoung@familyoffice.com |
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| 9/20/2012 - 9/21/2012 |
Event: Inaugeral International MFO Council Meeting Contact: Alex Hayward Email: ahayward@familyoffice.com |
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| 9/25/2012 |
Event: Wealth Advisor Briefing Phone: 312.327.1224 Fax: 312.327.1212 |
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| 9/27/2012 - 9/28/2012 |
Event: Senior Management Council Meeting Contact: Ken O'Young Phone: 312.327.1241 Email: koyoung@familyoffice.com |
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| 10/1/2012 - 10/2/2012 |
Event: Investment Council Contact: Ken O'Young Phone: 312.327.1241 Email: Koyoung@familyoffice.com |
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| 10/2/2012 - 10/3/2012 |
Event: Global Family Council Meeting Contact: Alex Hayward Email: Ahayward@familyoffice.com |
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| 10/22/2012 - 10/24/2012 |
Event: FOX Fall Forum Phone: 312.327.1231 Fax: 312.327.1212 Email: events@familyoffice.com |
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| 11/14/2012 - 11/15/2012 |
Event: Owner Operator Council Contact: Ken O'Young Phone: 312.327.1241 Email: koyoung@familyoffice.com |
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| 11/28/2012 - 11/29/2012 |
Event: Grantors, Trustees and Beneficiaries: A New Look at Roles and Responsibilities Phone: 312.327.1231 Fax: 312.327.1212 Email: workshops@familyoffice.com |
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