Generating New Value: Innovation in Engaging Millennials

Family Office Exchange continues to lead efforts on assessing need; analyzing impact; evaluating ideas, preparing for innovation; aligning culture and teams toward commitment; and targeting efforts in the design, development and delivery of meaningful and dynamic products, services and processes that are uniquely positioned for the next generation of wealth owners. In a candid discourse, a panel of client and advisor millennials will identify what you need to do strategically to meet the emerging needs of the inheriting generation.