FOX Updates Workshop to Help Families Create Their Own Unique Family Office

CHICAGO, March 3, 2015 (GLOBE NEWSWIRE) -- Family Office Exchange (FOX), a global membership organization of private family enterprises and their key advisors, will be offering its Family Office Design Workshop in Chicago on May 5-6. This year's session includes a focus on the latest technology for the family office, which is often a top concern of new offices.

The two-day 2015 Family Office Design Workshop is for business-owning families and families with new liquidity who are thinking about how to manage their wealth and structure family decision-making for the future. The workshop provides participants with the knowledge and perspective they need to determine whether a family office is right for them, and the basic structural and background information on how to run one should they decide to do so—including detailed information on family office structures and fees, and unique insights from FOX experts including Founder and CEO Sara Hamilton.

"Families who contact us about starting a family office want to be smart about it. They don't want to start from scratch, but want to learn from other families that have been successful so that they can get it right the first time," says Jane Flanagan, Director of Research and Content Development at FOX. "This workshop gives families the opportunity to come and learn together about the questions they need to ask and the decisions they need to make related to family office ownership structures, technology and everything in between."

Using the proprietary FOX Family Office Blueprint™ process, the FOX Consulting Team applies their experience working with hundreds of family offices to help attendees begin to craft a custom approach for their family office. Attendees will leave the workshop at the University of Chicago Gleacher Center with an understanding of:

  • Family enterprise goals, governance, ownership structures
  • Roles and responsibilities of the family and the family office
  • Family office costs and measures of success
  • Scope of services, including investment guidelines and processes
  • Operations and infrastructure, including technology solutions and staff compensation

Day 1 of the Workshop provides a high level overview of the issues that every family member should understand, and Day 2 focuses on the operational issues that office executives face.

Registration for the workshop is open to wealth owners and family office executives. Attendees are encouraged to bring the members of the family who will be stakeholders in the office and their office executives. Additional attendees receive a 20% savings on tuition. Seating is limited so early registrations are encouraged.

Full information about the event is available at

About Family Office Exchange

Family Office Exchange (FOX) is the premier global member network for enterprise families and their advisors who are pursuing best practices for managing their family enterprise and sustaining their family wealth. The community includes over 8,000 sophisticated family leaders and advisors from 460 organizations in 20 countries who utilize FOX's resources each year for advice, networking, education, and comparative metrics.

FOX is headquartered in Chicago with offices in New York, San Diego and London. For more information about FOX, call 1.312.327.1200 (The Americas) or 44.(0)20.7520.9443 (Europe, Africa, Asia/Pacific) or visit

The Family Office Exchange LLC logo is available at

CONTACT: Media contact Marvin Pollack 312-327-1200

Source:Family Office Exchange LLC