Seminar 4: Family Office Trends and Best Practices

Overview

This session will highlight new trends and shifts in office complexity and operations based on the recent FOX Family Office Benchmarking Survey. We will facilitate discussion among participants to help consider how to evolve services, talent, and technology.

  • Christine B. Franco, Chief Executive Officer, Chinquapin Trust Company
  • Lauren Heisler, President, Elser Enterprises, Inc.
  • Glen W. Johnson, Chief Operating Officer, Family Office Exchange
  • Patience Marmer, Senior Relationship Manager, Family Office Exchange
  • Chris Martinez, CFP, Managing Director, Oakbrook Solutions

Presentations

Publish Date