Virtual event

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Event Date Mon Sep 21 CDT - Wed Sep 23 CDT (over 1 year ago)
In your timezone (EST): Mon Sep 21 11:00pm - Wed Sep 23 1:15pm
Location Virtual event
Region Americas

Join your family office peers at the 2020 FOX Family Office Forum™. This year, more than ever, you’ll want to take advantage of the chance to learn how other family offices are addressing the swiftly churning talent, technology, and teaming tides.

Our three-day program will bring together CEOs, CFOs, COOs, senior managers, HR managers, technology heads, and family members to discuss topics such as: your evolving client, family office technology, sourcing and managing talent, what’s new in trust and estate planning, and building your external advisor team. We invite you—and every member of your office—to join discussions about the common challenges family office leaders are actively addressing.


2020 Speakers

Glen W. Johnson
Chief Operating Officer, Family Office Exchange

Bill Sullivan, President
Family Office Exchange

Mindy Kalinowski Earley
CMP, CFBA, Chief Learning Officer, Family Office Exchange

Gaby Griffin
Market Leader, Business Owners and Family Executives, Family Office Exchange

Kent Lawson
Director, Technology Integration Services, Family Office Exchange

Robert Gray
Assistant Vice President, Enterprise Operations and Executive Security, Cox Enterprises, Inc.

Jonathan Tunner
Director, Private Investment Opportunities, Family Office Exchange

Kyle Yost
Finance Manager, Rock Ventures LLC

Peter Leo
Director, Human Capital, Family Office Exchange

Cassie Attebury
Principal, Talent Outside the Lines

Neil Kreuzberger
President and Founder, Kreuzberger Associates, LLC

Ken Cameron
Director, Grant Thornton, LLP

Rob Mallernee
Chief Executive Officer, Chief Compliance Officer, Eton Advisors

Karen Rush
Managing Director, Membership, Family Office Exchange

Scott Winget
Market Leader, Enterprise Families, Family Office Exchange

Mark Harder
Partner, Warner Norcross & Judd LLP

Jamie Sanders
Partner, Tax, Private Client Services, RSM

David Toth
Managing Director, Family Office Exchange

Katherine Dunlevie
Managing Director and Executive Vice President, The Family Office at Synovus

Sponsors & Partners

2020 Sponsor