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Events
Calendar
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 wealth management
events that cover issues including industry trends and issues, investment management
strategies, philanthropy, and family office best practices.
FOX Industry
Insights Webinar/Teleconferences
FOX hosts an on-going series of webinar/teleconference
programs to focus on the critical issues and challenges facing the private wealth
management community. Each program includes a structured presentation as well
as a question and answer discussion session. These "Industry Insights"
programs provide an opportunity for family office executives and staff to hear
from and speak with a wide variety of experts from leading advisory firms as
well as fellow family office representatives. Program topics are categorized
into three main subject categories: Family Office Management and Technology,
Current Investing Trends, and Managing Risk and Liability Exposure.
Fall Forum
The FOX Fall Forum is our premier conference, open by invitation only to all
Family Office Exchange members. Held annually in Chicago each October, the FOX
Fall Forum provides an opportunity for family office and advisor members
to hear from the industry's leaders on current trends and meet in peer groups
to discuss practical solutions to the challenges they face.
Wealth Advisor Forum
The FOX Wealth
Advisor Forum offers the industry’s most comprehensive look
at challenges and solutions associated with this increasingly competitive and
demanding private wealth management market segment. In addition to educational
sessions focused on current trends and issues, attendees also have the opportunity
to network with experienced executives and principals from multi-family office
and wealth advisory firms.
CEO Regionals
The FOX CEO
Regionals bring experienced family office chief executives together to share
new insights and practical solutions to meet their day-to-day challenges. Participants
in these gatherings of the FOX CEO community have the opportunity to learn from
the experience of their peers, network with other family office chief executives,
and hear about the current trends affecting families with significant wealth.
Financial Executives Forum
Running a family office is a unique experience and each family has unique needs.
This Forum addresses that reality with educational sessions designed specifically
for family office financial executives. The Financial Executives Forum combines presentations by practitioners
with peer exchange opportunities to give attendees practical tools and tactics
to help them meet their day-to-day challenges. |
