Helping Families Navigate Opportunities and Risks in Uncertain Times
Overview
Major disruptions to the normal course of business are heading our way, and enterprise families will be uniquely challenged by unforeseen risks and opportunities. As trusted advisors to ultra-wealthy families and enterprises, our industry needs to understand how to have effective conversations to prepare clients for these looming disruptions. To address these challenges, FOX embarked on its 2019 Opportunities and Risk Study. In this session, join Sara Hamilton and Vincent Hayes as they offer insights from the study, including how to help families organize risk and tools advisors can utilize to get smarter when engaging in important risk conversations with families.
Sara Hamilton, Founder and Chief Executive Officer, Family Office Exchange
Vincent Hayes, Director of Membership Development, Family Office Exchange