Event Recap - 2014 FOX Wealth Advisor Forum

Family Office Exchange and guests reflected on today’s “new breed” of advisory service. While options are plentiful, obtaining and maintaining an optimal client experience remains dependent on integrating the unique needs of the family with the individual knowledge, skills and talents of advisors and the systems and processes that surround performers in their job environment. The Forum examined what skills and services are necessary today…and on into the future…to exceed family expectations and become... The Optimal Advisor. Highlights of ‘lessons learned’ and an overview of “The Optimal Advisor” are listed in this event recap.