Family Office Exchange (FOX) provides networking, objective guidance, and continuous learning for family members, family office executives, and advisors.
Chicago, IL
Joined May 2009
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FOX members! Join us for our upcoming webcast, Preparing the Rising Generation for Leadership and Succession, on July 28th: familyoffice.com/learning-pr…
FOX Members! Join us at the 2021 Family Office Forum! Attend the session "The Happy Middle" and learn how to optimize your office post pandemic with a hybrid work environment.
To get more information or to register, please visit: lnkd.in/eCvynG2
Come work with us! FOX is currently hiring for a Director of Membership, a Market Research Analyst, and a Registration & Meeting Coordinator. Visit our job page to learn more about our culture and these positions: linkedin.com/company/family-…
#familyoffice #familyoffices
Join us for our "Preparing the Rising Generation for Leadership and Succession" webcast on July 28. Our experts will prove solutions for preparation and succession. Get more information and register here: familyoffice.com/learning-pr…
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Why join FOX? Listen below as FOX expert Matt Murphy details what makes a FOX member and how we can help your family on its journey.
To learn more about becoming a FOX member, please visit: familyoffice.com/membership
#familyoffice #familyoffices
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Join us for the State of the Wealth Advisory Business on 6/30 as we offer our observations on how leading advisors are adapting to operating as we define post-pandemic normalcy. Learn more and register for the webcast here: bit.ly/3xP6Yw9
FOX members! Join us May 11-13 for the 2021 FOX Wealth Advisor Forum featuring guest speakers including Rob Wolcott of @TWIN_GLOBAL. Visit our website for more information and to register. Click here to get a sneak peek at Rob's session: bit.ly/3uzPD8X
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Our Rising Gen Leadership Program, Feb. 24-25, offers an interactive peer experience to empower future family leaders with skills required to lead a successful family office. Watch below to learn more from program speaker Jeff Strese and register here: lnkd.in/e-8vXvJ
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The rising generation is full of opportunity and potential, but unique obstacles exist. Read FOX’s newest blog post, “Rising Gen Roles in the Family System: The Challenges and Opportunities,” to learn more about the particular hurdles the next-gen faces: bit.ly/39yJjXH
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Our PTC Workshop, Jan. 26-28, empowers families with the knowledge required to operate and advance their unique PTC structure. Watch Bruce Betters, CEO and Chief Investment Officer at Marshall Street Capital, below, to learn more and register at bit.ly/3rVKYgU
Strong leadership has never been more critical. Learn about directing a successful team under challenging conditions by reading “Succeeding in Turbulent Times: A case study on leadership and teambuilding in single-family offices.” bit.ly/34o4QiD #familyoffice #leadership
Our PTC Workshop, Jan. 26-28, empowers families and executives with the knowledge required to better operate their unique PTC structure. Learn more by watching speaker David R. York below, & register
here: bit.ly/3mlXvpQ.
#familyoffice #wealthmanagement #trusts
Looking for a financial return that has a positive social or environmental effect? Learn more about impact investing by reading up on the Top 5 Myths of Impact Investing by Catherine Berman, CEO of @goCNote: bit.ly/3mjavwt
#wealth #impactinvesting #familyoffices
Learn the best ways to pass down the knowledge and tools to the next generation for a successful wealth transition with this #advisorthinking piece from BMO. bit.ly/2Z0Xobc
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Welcome Kelly Zurek, chief financial officer!
Kelly has a versatile financial professional with both corporate finance skills and firsthand knowledge of the family office industry. Please join us in welcoming her to the FOX team and community!
bit.ly/2UKmlUy
Entrepreneurs fortunate enough to find success, eventually encounter an inevitable crossroad: Is it time to sell my business? Royce Ramey of Tolleson Wealth Management shares 5 things to consider. #advisorthinking
bit.ly/37Hsjds
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As a new decade starts, Abbot Downing shares a guide to opportunities and obstacles, along with core touch points of what they are watching most closely in the days to come. #advisorthinking
bit.ly/2wqDhHe
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The US equity income market could be in for a wild ride in 2020. Alex Paulsen from Parametric Portfolio Associates explains how exposure diversification may help your portfolio weather the coming storm. #advisorthinking
bit.ly/3bTtSYU
For the first time, more than half of the CEOs surveyed in @PwC Private Company Services’ survey believe the rate of global GDP growth will decline. See what 4 key themes emerged and what actions are taking place to address it. #advisorthinking
bit.ly/37IDgLG
Stockton Rush, founder and CEO of OceanGate, Inc. joins our exciting lineup of presenter at this year’s FOX Rising Gen Forum. Click to see our full list of speakers and agenda. #FOXRGF20 bit.ly/2wagBeh
