Family Office
Summary Of What FOX Has On The Cards For 2014
FOX, the network organization for the global family office industry, has a number of events in the pipeline for this year, which readers of this publication may be interested to attend.
Family Office Exchange, the network organization for the global family office industry, has a number of events in the pipeline for this year, which readers of this publication may be interested to attend.
Thus far, details can be revealed about the FOX Wealth Advisor Forum, FOX Financial Executives Forum and FOX Fall Forum - all of which will be held in Chicago, IL.
From April 23-25, the organization is hosting the FOX Wealth Advisor Forum, open to qualified advisors in the family office space.
“Today, families have a broader option of advisory services than ever before, and as such, have become more critical consumers of this ‘new breed’ of advisory service,” FOX said.
“While options are plentiful, obtaining and maintaining an optimal client experience remains dependent on integrating the unique needs of the family with the individual knowledge, skills and talents of advisors and the systems and processes that surround performers in their job environment.”
Then, from July 22-23 the FOX Financial Executives Forum will take place. This event is aimed at financial executives - such as chief financial officers, chief operating officers, tax and accounting managers and human resources directors - that are employed by single or multi-family offices.
The forum, FOX said, will provide “critical family office updates and best practices for financial executives in the family office.”
Meanwhile, on October 8, FOX is holding - as previously reported by Family Wealth Report - a business owner roundtable event under the title Building an Effective Board and the Role of Outsiders. The event will be held in Atlanta, GA. The roundtable is recommended for multi-generation family members that own a privately-held family business, as well as their trusted advisors.
Lastly, the FOX Fall Forum – the organization’s flagship annual event - will take place from October 28-30 and is recommended for qualified family office executives and family members.
