Family Office Exchange

In September, we joined @FOXexchange as the newest member of their Direct Investing Network Resource Partnership. @TheSMooney recently sat down with Glen Johnson of FOX to talk all things #privateequity & family offices. Read the full interview: bit.ly/3mjSFMN

FOX members! Join us for our upcoming webcast, Preparing the Rising Generation for Leadership and Succession, on July 28th: familyoffice.com/learning-progr…

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-progr…

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

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

Pandemic has been a catalyst for reinvention of family offices. @FOXexchange experts detail how ESG investing; governance, 'rising gen,' support services and cost have been impacted. #FamilyOffices bit.ly/3ozbQAB

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

The death of a private business owner may cause not only grief, but without a thoughtful succession plan in place, turmoil for a company. We address this and 3 other serious challenges business owners face: bit.ly/398vBdN @FOXexchange #SolvingDisputes #BusinessDisputes

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

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

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