Conference Schedule

Join MyFoTech and Institute founder, Phil Strassler, for the latest edition of the Larry Kraus Family Office Institute’s program on Technology Solutions for the Modern Family Office. Efi Avigdor, Founder of Wealth Dialogue, will interview K1x, an AI automation software for K1s, K3s and 990s, and Luminary, a collaboration platform for managing trust and estate strategies.

The Family Office Fintech Forum 2024 is part of the Family Wealth Reports family office events series. It serves as an industry forum to discuss best practices and see real-life examples of how to adopt and invest in technology by multi and single-family offices. 

The FOX Global Investment Forum addresses risks and opportunities in the current investment environment. The Forum goes beyond, to focus on issues of interest to families with generational wealth, including the role of values-based investing. 

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.

The Ninth Annual Family Office Fintech Summit 2024, Family Wealth Reports annual flagship conference, is the industry forum to discuss best practices and see real-life examples of how to adopt and invest in technology by multi and single-family offices.

At the 2024 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.

This virtual conference is designed to bring together experts in financial and non-financial technologies, single and multi-family offices, consultants, tech/service providers, wealth owners, and investors. Agenda features cutting-edge topics, live tech demos, workshops, our popular networking and peer sessions.