FOX to Present Technology and Other Critical Updates for Family Offices

CHICAGO, June 14, 2017 -- Family Office Exchange (FOX), a global membership community of enterprise families and their key advisors, will hold its 2017 Financial Executives Forum on July 18 – 19 at the Swissôtel in Chicago.

“This Forum will update family office executives on timely issues that will dramatically impact our industry, such as the rapidly evolving distributed ledger technology of Blockchain,” said Amy Hart Clyne, Executive Director of the FOX Knowledge Center and designer of this program. "The agenda is packed with updates from the foremost speakers on security, philanthropy, and tax & estate planning. We will also hear from one of FOX’s most sophisticated family office members who will present the results of a major project to modernize their business processes and technology.”

The Forum brings together a dozen top technology providers to demonstrate their newest and most-innovative products for the family office. “It is a huge convenience for our members to have access to this select group of technology solutions in one place, in one afternoon. Attendees get the opportunity to see demonstrations, ask questions, and hear their peers’ thoughts and reactions,” said Ms. Hart Clyne.

The Forum will also host the annual meeting of the FOX Technology Operations and Data Security (TODS) Network and FOX Human Capital (HCAP) Network. “Networks are where members gather with their peers to collect ideas and share solutions in specific areas of critical interest such as technology and human capital,” said Ms. Hart Clyne.

Highlighted topics at the 2017 Forum include:
- Blockchain, a distributed ledger technology and its imminent impact on the family office.
- Essential updates on income and estate taxes
- A family-office case study resulting in a formulated approach to modernizing business practices
- Considerations for E&O and D&O insurance coverage
- Maximizing philanthropic impact using a combination of vehicles
- Addressing looming security risks—personal, physical, and cyber

The FOX Financial Executives Forum provides all attendees significant opportunities to get to know other members of the community through structured and informal dialogue.

Additional information about the event, including a list of the technology products being demonstrated, is available at www.familyoffice.com/fef.

About Family Office Exchange

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Media contact
KC Forsythe
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