Resource Search

Drawing on insights from FOX’s recent benchmarking initiative for multi-family office and wealth advisory firms, this presentation will explore profitability trends and related challenges. FOX will complement the perspectives of leading multi-family offices and advisory firms with high-quality benchmarking data that focus specifically on what matters most to industry managers; profitability and growth, pricing strategies, talent and compensation. A wealth advisory firm's success often depends on promoting an innovative, entrepreneurial and client-centric culture.

Following David's insight, each of the three subsequent speakers will explore innovative talent stragies in place at leading multi-family offices. This session will be in the form of a TED-style conference with short, succinct presentations on facets of the overall theme.Thom Melcher, Hawthorn, offers his personal perspective on what talent and culture integration means in practice, and how to foster a common culture in a post-acquisition context.

Michael Cole, President of Ultra High Net Worth of Ascent Private Capital Management looks at how wealth advisory firms can attract and retain world-class talent with client relationship management capabilities.

Leslie Voth, President and Chief Executive Officer of Pitcairn comments on how to nurture the next generation of advisory and relationship talent within your office, and proactively manage transitions in the office.

”The building of wealth, the management of wealth, and the deployment of wealth are activities that lie at the heart of what has made America great.”- Gregory CurtisIn this 2012 FOX Fall Forum session, Greg Curtis presented some of the guiding principles from his new book, “The Stewardship of Wealth.”Some key takeaways:

Council on Foreign Relations President Richard Haass' keynote address at the 2012 FOX Fall Forum looked at how to prepare younger generations to succeed in a more global world.Some highlights:

Ben Hunt is portfolio manager of the TIG Procella Fund, a long/short equity hedge fund focused on the political, legal, and regulatory events that influence security prices. In this 2012 FOX Fall Forum session, Hunt examined the impact of European and US monetary and fiscal policy on world markets.Some key takeaways:

The bickering and partisanship in Washington today has both national and international implications. What is motivating this divisiveness and what is the likelihood of notable improvement in the future? Mark Halperin, best-selling author, senior editor at TIME and sought after political commentator, shared his insights on the consequences of the stalemates and divisiveness that seem to dominate politics today at 2012 FOX Fall Forum.Some highlights include:

In this 2012 FOX Fall Forum session, Jack Parham discussed the difficulties families face in shifting from concentrated, wealth-creating portfolios to diversified, wealth-sustaining portfolios. He was joined by Paul Judy, a sophisticated first-generation wealth owner, who recounted lessons learned about creating and sustaining wealth, setting investment goals, and engaging family members and advisors.Some key takeaways: