2016 Wealth Advisor Forum Recap

Family Office Exchange revealed their latest insights into the needs of the world's most financially successful families and their preferred ways of working with their advisors. The Forum occurred at a time of unprecedented change in this market. FOX provided guidance on responding to the revolution in expectations for the client experience, competition from numerous disruptors in advice, reporting, and investment styles, and threats to data security.

 

The program, aptly entitled Purposeful Innovation, provided direction for preparing your organization to be well positioned for an effective, profitable future in the private wealth market.