Conference Schedule

The FOX Winter Technology and Risk Management Days feature Technology and Risk Management Resource Partners presenting directly to the FOX membership. Join us to hear from various risk management solutions in cyber, personal, and physical security and technology solutions in a combination of areas such as philanthropy, investing, accounting, and more. FOX resource partners will showcase a combination of Thought Leadership Presentations, Panel Discussions, and Solution Demonstrations to give members a thorough and current understanding of the many advancements available to optimize their offices.  

The Family Office Fintech Forum 2025 is part of the Family Wealth Report’s family office events series. It serves as the industry’s 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 forum is a full-day in-person event with keynotes, panel discussions, investment pitches, round table discussions, fireside chats, and networking opportunities.

Winning a Family Wealth Report Award sets organizations and individuals a part from their peers and is a tangible demonstration that they have something special to offer. This event rewards achievement and showcases top-class performance, innovation, and distinction.

Join us for this new multi-demo event showcasing the latest family office tech innovations. Responding to the community’s growing interest in keeping up with the latest advancements—and building on Phil Strassler’s Tech-NEW-logy series—this event will highlight cutting-edge solutions in action, guided by leading industry experts.

Coming to the vibrant city of Atlanta, Georgia, in June 2025, this brand-new event is designed to help you uncover new and exciting possibilities for your business. Join us to hear from inspirational speakers, learn new industry insights, and discover the very latest technology and AI trends. Connect with a community of forward-thinking finance professionals and discover how Sage’s expertise, insight, and AI-powered solutions can help you work smarter, save time, and drive business growth.

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.

Join us in Nashville, for the FOX Technology Selection Workshop. Experience demonstrations from leading vendors focused on family offices and wealth management, and join peers in discussions and deep-dive explorations of tech solutions and challenges.  

Join us in Nashville, for the sixth annual FOX Technology Showcase. Hear from tech leaders and visionaries in the family office industry as technology continues to evolve at an unprecedented pace. Connectivity, integration, and next-generation computing are driving changes that those involved with family office operations and technologies need to know. Experience demonstrations from leading vendors focused on family offices and wealth management, and join peers in discussions and deep-dive explorations of tech solutions and challenges.  

The Tenth Family Wealth Report Family Office FinTech Summit is an exclusive in-person event in New York, tailored for family offices and wealth managers seeking to harness the latest advancements in technology to optimize operations and drive success. This premiere gathering combines thought leadership, networking, and hands-on demonstrations of cutting-edge tools to address the unique challenges and opportunities in the industry. Join us to explore actionable insights, discover transformative technologies, and build the connections that will future-proof your organization in the evolving world of wealth management.