Wealth Advisor Relationships

Resource Search

How to Choose a Family Enterprise Advisor
Publish Date

When evaluating Family Enterprise Advisors, you need to feel confident in the advisor’s competency, objectivity, and responsiveness to your needs. Giving someone access to the most significant parts of your life can be challenging, which is why following four key tips will help with your advisor selection and choose a trustworthy advisor you can rely on to get the results you need.

A Focus on Talent: 2024 Family Wealth Advisor Survey Research Brief
Publish Date
David F. Toth

As part of our commitment to help the community of those who serve Ultra High Net Worth (UHNW), we recently completed our annual Family Wealth Advisor Survey (FWAS). The 146 respondents to our most recent survey shared valuable insights into the health of their businesses, the challenges they are facing, and what they are doing to build and strengthen their businesses.

Presentation of the Glen W. Johnson Award | 2023 FOX Family Forum
Publish Date

FOX honored Shannon Kennedy, Head, BMO Wealth Management - U.S., with the Glen W. Johnson Legacy Award. The award is presented to a distinguished individual with extraordinary business achievements and who demonstrates Glen’s values and characteristics. Glen was a great admirer of Shannon and we can’t think of a more deserving inaugural recipient given Shannon’s accomplishments and continued influence within the family office industry.

Cultivating Qualitative Skills for the Family Advisor of the Future | 2023 FOX Family Office and Wealth Advisor Forum
Publish Date

Family advisors often have a strong technical or financial background, but the importance of cultivating communication style, emotional intelligence, coaching skills, trust-building, and similar qualitative skills to serve clients cannot be overstated. Join a panel of peers who will share how they meaningfully engage with family clients and discuss the invaluable impact of continuous qualitative skill development in today's ever-changing family-advisory environment.

The Role of Continuous Development for the Successful Advisor | 2022 FOX Wealth Advisor Forum
Publish Date

Many wealth advisors and specialists have a strong technical or financial background, but the importance of cultivating interpersonal and relational skills to serve families cannot be overstated. Join a panel of exceptional peers who discuss the invaluable impact of continuous development in the everchanging environment many advisors and specialists find themselves in. They share the learnings that guided them throughout their careers and examine what development really means when it comes to serving families of wealth.

Enhancing Your Expertise: Family Histories | 2022 FOX Wealth Advisor Forum
Publish Date

Sharing, documenting, and preserving family narratives are an important part of wealth planning and governance. This session explores how family histories can set a foundation for connection and continuity. Karen McNeill, PhD, Managing Director, Family History, Ascent Private Capital Management of U.S. Bank Moderated by Scott Winget, Enterprise Market Leader, FOX

Preparing for the Great Wealth Transfer: Strategies for Effective Family Education
Publish Date

Often, families execute wealth transfer planning strategies without fully considering what wealth and family legacy means to them—particularly the importance of defining and sharing their associated social, economic, and philanthropic values. In this interview, two advisors examine the value of family education and the critical role advisors play in the process.

2021 State of the Ultra-Wealth Business
Publish Date

The ultra-wealth business continues to perform well, but not without some growing pains. While advisors to families of wealth benefited from a strong rebound in the markets during 2020, for some firms costs are rising faster than revenue. Now that we are in the midst of a receding pandemic, what does this look back on 2020 tell us about how prepared advisors were for the challenges? What strategies have they employed that served them well with their clients during this extraordinary time will sustain them through 2021?