On the Minds of Members

Much of the work we do at Family Office Exchange focuses on identifying the trends and issues having an immediate or imminent impact on families of wealth. In this session, we’ll explore what’s on the minds of members, including issues related to tax reform and how families are responding to the recent changes, the evolving role of a fiduciary, longevity and our responsibilities as advisors, the importance of trust in financial services, and how advisors are successfully responding to a shifting talent and culture paradigm.