The Optimal Advisor - 10 Trends Driving Family/Advisor Alignment

Critical to the work of FOX’s Knowledge Center is identifying the global trends and issues that have immediate and future impact on families of wealth. As such, FOX is pleased to share the ten trends emerging in the family wealth industry and the anticipated interdisciplinary service necessary to meet and exceed the needs of client families. As part of this experience, Amy, will lead participants on a personal exploration of the linkage between trends and service which will culminate in a prioritization and an immediate action plan for meeting the needs of the families you serve.