Family advisors often have a strong technical or financial background, but the importance of cultivating communication style, emotional intelligence, coaching skills, trust-building, and similar qualitative skills to serve clients cannot be overstated. Join a panel of peers who will share how they meaningfully engage with family clients and discuss the invaluable impact of continuous qualitative skill development in today's ever-changing family-advisory environment.
Client Experience and Expectations
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Using Technology to Elevate Client Engagement and Experience | 2023 FOX Technology Showcase
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Meeting client needs has always been core to family offices and financial institutions serving ultra-high-net-worth families. But what if you could augment your operations to better serve your end-clients? Join SEI for an open dialogue that focuses on how leveraging technology, human connection, and scalable processes can help enhance the client experience and increase engagement with end-clients.
The dramatic growth of the family office industry in the 1980s was sparked by new liquidity running through hundreds of business-owning families. In an effort to preserve and expand their wealth, they needed a professional financial office so they could focus on broadening their business endeavors or living unencumbered lives.
Asset Gatherers vs. Boutiques: It Can Pay to Be Small | 2023 FOX Global Investment Forum
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Join experts from Asset Consulting Group as they share why a small and nimble asset base allows managers to maintain their investment discipline and fully allocate to their highest conviction ideas. This session will help attendees understand how a focus on asset gathering can adversely impact a manager’s ability to add value over time, while capacity-minded firms can protect alpha potential.
Compensation Committee Priorities for 2023
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The importance of talent continues to be a factor in driving an organization’s success. As a result, many compensation committees have expanded their roles and responsibilities beyond executive and board compensation into increased human capital and social issues impacting the organization. This requires staying abreast of compensation trends, enhancing the human capital experience, and providing frequent and transparent communications and reporting.
With the shift moving away from a fear-based approach to a more positive paradigm, Wealth 3.0 presents the way forward in the wealth advising community. In practice, Wealth 3.0 empowers family clients to work together toward the creative possibilities their wealth and business can offer. Here are some of the practical shifts in mindset and practice that advisors can engage in to make this happen with their clients.
Peter Moustakerski, CEO, FOX Gaby Griffin, Interim Co-President, FOX David Toth, Interim Co-President, FOX
Regulatory Trends Impacting Household Employment
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Employing service providers in your home carries considerable risk. If not handled with extreme care, the process of hiring, termination, and managing day-to-day responsibilities can create liability—and even result in claims of discrimination and retaliation by the employee. This report provides a snapshot of an increasingly complex employment landscape, including laws and trends that are critical to not only protect you and your employees, but create a safer and happier work environment for all parties.
Explosive wealth growth and escalating client demands are collectively impacting the course of the Ultra-High Net Worth business. This webcast will discuss some of the challenges presented by this shift in our industry. Will this new shift cause a meaningful departure from common past practices and spur the adoption of new ones? How prepared are advisors for this new era? What are providers doing to change to adapt? All of this and more will be addressed.
Explosive wealth growth and escalating client demands are collectively impacting the course of the Ultra-High Net Worth business. This webcast will discuss some of the challenges presented by this shift in our industry. Will this new shift cause a meaningful departure from common past practices and spur the adoption of new ones? How prepared are advisors for this new era? What are providers doing to change to adapt? All of this and more will be addressed.