June 5 – 7, 2023
Citi Private Bank Family Office Leadership Program
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
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
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
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