Conference Schedule

June 5 – 7, 2023 

Citi Private Bank Family Office Leadership Program

Speaking Engagement

Ossining, NY

June 20 – 22, 2023

FOX Technology Showcase



At the fourth annual FOX Technology Showcase hear from technology leaders and visionaries in the family office industry as technology needs continue to evolve at an unprecedented pace. The future of connectivity, integration, and next-generation computing are driving changes that all involved with family office operations and technologies need to know. Experience first-hand demonstrations from leading vendors focused on family offices and wealth management. Join peers in discussions and deep dive explorations of technology solutions and challenges. Discover new ways to improve office operations and be sure to bring your technology and vendor-specific questions, because this event will have the answers you need.  

July 10 – 12, 2023

FOX Family Office and Wealth Advisor Forum


Chicago, IL and Virtual

FOX’s Family Office and Wealth Advisor Forum will bring together family office executives and advisors in the UHNW industry to discuss the most critical challenges and opportunities impacting professionals in family offices and wealth advisory firms, and the clients they serve. From operational themes such as insurance or tax and estate planning to navigating talent and transition challenges, attendees will walk away with concrete ideas for enhancing their work.

September 13, 2023

Family Office Fintech Summit

Speaking Engagement

New York

The Eighth Annual Family Office Fintech Summit 2023, Family Wealth Report’s annual flagship conference, is the industry forum to discuss best practice and see real-life examples of how to adopt and invest in technology by multi and single-family offices.

October 18 – 20, 2023 

Family Wealth Alliance Fall Forum



The Alliance Fall Forum is a three-day conference that draws established executives and up-and-coming talent for a 360-degree representation of the family wealth industry. Our marquee event features compelling speakers, topics geared toward family wealth professionals of all levels, facilitated introductions, and numerous opportunities for peer exchange and networking. This event is open to non-members,

October 23 – 25, 2023

FOX Family Forum


Chicago, IL and Virtual

At the 2023 FOX Family Forum, family members, office executives, and their trusted advisors will discover how other families have achieved positive change and prepared for or managed successful generational transitions. Critical issues will be addressed including effective governance, next gen leadership and engagement, and how to develop a strategic, long-term view of the family’s future. Attendees will come away with ideas, tools, and frameworks to take the next steps to ensure a positive and productive enterprise for the future.

November 8 – 9, 2023

MyFoTech Conference

Speaking Engagement


This virtual conference is designed to provide exclusive learning and networking opportunities by bringing together all stakeholders in the family office technology ecosystem. Working with our terrific thought-leaders, we strive to be at the leading edge of the conversation, bringing you the leaders as well as some of the most innovative solutions in the industry.

Reach Out

Connect with us before or after an event.