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Integrating Sales: How to Build a Referral Culture
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In his most recent book, To Sell is Human, author Daniel H. Pink indicates that according to the U.S. Bureau of Labor Statistics, one in nine Americans works in sales. More than fifteen million people earn their keep by convincing someone else to make a purchase. But that if you dig deeper, a startling truth emerges: “Yes, one in nine Americans works in sales—but so do the other eight out of nine.

Financial Capital: Integrating Investment Planning Strategies
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In today’s increasing complex global investment marketplace there is an incredible diversity of investment opportunities—each with their own underlying risk/reward characteristics. The Optimal Advisor is now more challenged than ever to assimilate the most effective strategies for the families they serve while continuing to minimize the inherent risk.

Philanthropic Capital: Moving Families Towards Greater Impact and Fulfillment
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While the concept of discussing the values and expectations surrounding philanthropy aren’t new and advisors are tasked with satisfying the gifting expectations of the families they serve, as indicated in the 2013 U.S. Trust and The Philanthropic Initiative research on philanthropy—there is a significant disconnect between advisor approach and client expectations.

Business Capital: The Art of Leading a High-Performing Group
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There is both a science and an art to functioning as a wealth advisor. Most, if not all, wealth advisors have the technical know-how to serve their clients – that’s the science of it. The art refers to orchestrating the efforts of disparate experts into a coherent approach that serves the family client and, in the long run, the team of wealth advisors, too. The Optimal Advisor goes beyond coordinating the activities of others.

Creative Engagement - Brower
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Families often complain about the challenge of getting siblings and cousins more engaged in business and family activities. There is a great divide between the “make it happen” people and the “watch it happen” people in the family, and a risk of burnout for the family members who are providing the leadership.

Master Class on Talent Strategies
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Despite the continuing concern over job creation, researchers around the globe identify a lack of available skilled talent as a continuing drag on performance. Inherent in this issue are three profound questions: How do you achieve a successful combination of culture and talent to allow ideas to thrive within the context of the family and family office culture? How do you remain competitive in recruiting and retaining talent? How do you effectively engage, motivate and inspire the next generation of family members and employees?

Deploying Private Capital in Direct Investments
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This seminar supports members engaged in direct investments and family-owned funds. The programs offers perspective on the motivations and best practices of families involved in direct investing.

Applying State of the Art Practices in Your Family Office
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At the 2013 Thought Leaders Council Summit, attendees worked collaboratively on outlining what is considered State of the Industry, common practice, and State of the Art, best practice, in the private wealth management industry today. FOX led a similar study in 2000, and 13 years later, the industry has evolved radically with not only significant market shifts, but new entrants, new products and capabilities, new servicing processes, new technology systems and more sophisticated clients with dramatically altered expectations.

All for One and One for All: The Family Leadership Challenge
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Carl Robinson, Ph.D., Managing Partner, Vantage Leadership Consulting In a family enterprise, the greatest challenge is to engage family members effectively in leadership roles and governing board participation. The development of future leaders in the family is critical to its future, and the leaders' participation in family governance is key to sustaining the enterprise. As team of nationally recognized leadership consultants he will put a spotlight on the critical leadership skills needed in a complex family enterprise.