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Identifying trends and issues having an immediate and future impact on families of wealth is the focus of much of the research at Family Office Exchange. Gain insights on the trends emerging in the family wealth industry.

You hear it repeatedly, Millennials and Women are set to inherit $41T in the next 10 years. What does this mean to your practice? What needs to change? What tools do you need and what resources are out there to meet new demands for investment with conscience? How can a thoughtful, perhaps slow, ethical approach align with the super-efficiency of robo-advisors and algorithmic trading platforms? What will it take for you to earn trust?

What separates certain professionals from the rest of the pack, particularly in disruptive times as we’re in now? Is it skill, or knowledge? Is it expertise, or seniority? Or is it simply charisma? By taking the Fascination Personality Assessment you’ll have access to a decade of research on how you can add value in business. Gain insights on a new way to measure how people perceive your personal style of communication through the following:

Maintaining successful communication during disruptive times as we’ve all experienced this year, requires a strategic approach of knowing how and when to reach out to clients via email, text, phone, or face-to-face meetings.

One of the most common questions wealth advisors are hearing from clients this year is: “What changes should I be most concerned about?” This session will help provide knowledgeable answers based on the latest macroeconomic trends. Gain insights on the impact to investing and portfolio management to help minimize the disruption in 2017 and beyond with a spotlight on:

New FOX research indicates that families are getting more out of their advisor relationships than ever before as this strategic partnership helps them navigate transitions and better prepare forthe many complex issues faced. Discover how successful advisors are positioning themselves to help families operate in an increasingly complex and unpredictable global environment in the groundbreaking “Strengthening the Partnership” research focusing on:

How do families manage dynamic-and often disruptive–environments? Sam Barnett, a neuroscientist and mathematician, shares how he approaches changing times with active research. His family has been innovating for over a century and has seen its business evolve from a Chicago garment factory to America’s largest provider of medical supplies and solutions.