to Oct 30

FOX Family Enterprise Forum

As we celebrate the 30th anniversary of Family Office Exchange, the 2019 FOX Family Enterprise Forum, will bring together the entire FOX community to address the latest trends, risks, and opportunities and to offer best practices and strategies for building adaptable and robust enterprise families. We will hear from leading enterprise families, explore family learning and leadership to prepare the rising generation, as well as dive deep into the issues facing families today and in the future. The Forum will offer multiple opportunities for networking with families, family office executives and trusted advisors as well as structured peer dialogue sessions.

It is a great way to learn and network with other individuals and families who share in the same common struggles and triumphs. It is respectful, confidential and a great way to have many of your needs and answers addressed.” 
- 2017 Forum Attendee

Who Should Attend?

Registration for the FOX Fall Enterprise Forum is open to family members, family office executives, and trusted advisors. All registrations subject to approval by FOX.

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to Oct 11

2019 STEP Benelux Conference

WTA Founding member Amy Staher from LRWB will be a panelist for: Foundations: An Asset Protection Tool for Luxembourg. The STEP Benelux Conference 2019 will bring attendees up to speed on the latest events in wealth management and advice and explore ways to navigate the sometimes precarious environment in which we now live and work.

Venue: Le Royal Hotel, Luxembourg

Time: 3:00 pm

If members should require additional information, please visit the STEP website here.

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to Sep 21

STEP Wyoming

Venue: Four Seasons, Jackson Hole, Wyoming

Hear the latest topical issues and developments impacting the international and U.S. based private client at the STEP Wyoming International Estate Planning Conference 2019. The agenda includes opportunities to network with fellow practitioners in the beautiful setting of the Four Seasons, Jackson Hole as well as free time to enjoy the nearby national parks. Secure your place today!


  • New Planning Paradigm in Cross-Border Strategies

  • New Trends in Planning for Chinese Clients: Tax and Non-Tax Considerations

  • Trouble with the Law: Integrating US Tax and Securities Laws for Global Families

  • Moderated Roundtable Discussion with the STEP USA Board

  • Wyoming Legislative Update Panel

  • Cross-Border Case Study

  • Structuring for Brazilian Families – Key Family and Tax Law Matters to be Taken into Account

Speakers include:

  • Cynthia D. Brittain TEP, Katten Muchin Rosenman LLP, USA

  • Geoffrey Cone TEP, Teton Trust Company, Uruguay

  • Albert Forkner, Wyoming Division of Banking, USA

  • William J. Kambas TEP, Withers Bergman LLP, USA

  • Darrick M. Mix, Duane Morris LLP, USA

  • Paolo Panico TEP, Private Trustees SA, Luxembourg

  • Charles Tee TEP, Withers LLP, UK

  • Ana Claudia Akie Utumi, Utumi Advogados, Brazil

  • Mr. Melvin Warshaw TEP, USA

  • Megan R. Worrell TEP, JP Morgan, USA

  • Shudan Zhou, McDermott Will & Emery LLP, USA

Visit STEP Wyoming’s Website for more information.

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to Jul 17

FOX 2019 Family Office Forum

The 2019 FOX Family Office Forum brings together CEOs, HR managers, technology heads, and financial executives to focus on practical approaches to the many trends and issues affecting families and family office executives. In this exciting program, we will hear from leading experts in developing leaders in both the family and family office, explore the latest issues in cybersecurity and understand the family office role in preparing families for transition. The Forum will offer multiple opportunities for networking with other family office as well as structured peer dialogue sessions.

As always, there will be the annual in-person gatherings of the Human Capital and Technology Operations and Data Security Networks. The Forum will be centrally located in Chicago at the Swissotel on July 16-17, 2019.

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to May 2

FOX Wealth Advisor Forum

The 2019 FOX Wealth Advisor Forum™ will focus on practical, business-building approaches to the many trends and issues affecting advisors to the ultra-wealthy. We will explore issues surrounding the coming transfer of wealth, how to improve the client experience, and address issues of cybersecurity. The Forum will offer multiple opportunities for networking with the most accomplished advisors in the industry, structured peer dialogue, and a session on professional skill development.

Join us on May 1-2 in Dallas for a stimulating and rewarding learning and networking experience. The fresh perspectives from the expert speakers and your peers will equip you to confidently embrace the future


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to Mar 14

FOX Global Investment Forum

The 2019 FOX Global Investment Forum™ brings together the most sophisticated investors of private capital across the FOX community, as they consider the challenges involved in investing in rapidly changing markets. With an expanded, two-day format, attendees will have an opportunity to hear what is on the mind of the wealth owner, explore leading trends in investing and engage in speed networking with investment managers. There will be ample opportunity for FOX investors to meet and share their thinking across topics of common interest with peer exchange sessions at the Forum and curated social events for members.


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to Feb 5

STEP 8th Annual Institute on Tax, Estate Planning and the World Economy

The STEP Orange County conference will cover the most important domestic and international estate and tax planning opportunities for attorneys, accountants, wealth managers, financial advisors, and life insurance agents, as well as provide insights for corporate trustees, private fiduciaries, and charitable planning consultants. The conference will cover critical issues related to the recent election in Mexico and the upsurge of foreign investments in U.S. assets, particularly from Asia. There will be enjoyable networking events, such as a top-notch cocktail reception, catered breaks, and farewell drinks. We look forward to learning and sharing with you at the conference. For more information, click here - www.stepoc.org/institute

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to Jan 18

STEP Switzerland and Liechtenstein Federation 3rd Alpine Conference

Join Switzerland and Liechtenstein STEP Federation for the 3rd Alpine Conference on the 17 & 18 January 2019. Be immersed in industry lead topical discussions covering Data Exchange, Blockchain, Cryptocurrency, Quo Vadis Trust Business and much more. For full details, agenda and speaker line-up visit the official conference website

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to Jan 17

Annual Heckerling Institute on Estate Planning

The Heckerling Institute on Estate Planning is the leading educational conference for all members of the estate planning team, including attorneys, trust officers, accountants, charitable giving professionals, insurance advisors, elder law specialists, wealth management professionals, educators and nonprofit advisors. In addition to providing the highest quality educational programming, the Institute offers unparalleled networking and professional development opportunities and the nation’s largest exhibit hall dedicated to the estate planning industry.

The 53rd Institute offers practical guidance on today’s most important tax and non-tax planning issues, including the planning challenges and opportunities presented by the 2017 Tax Act. It will also offer valuable insights and innovative ideas for planning effectively in what remains an uncertain and unpredictable political and economic environment. Attendees can benefit from programs covering a wide range of advanced level planning topics, or can customize their educational experience with one of our specialized program tracks to expand their expertise in today’s fastest growing practice areas. Finally, our outstanding facultyincludes many of your favorite Institute speakers, as well as a number of new faces providing a fresh look at key issues in individual and estate planning.

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