Maintaining and enhancing corporate brand reputations is an entirely different challenge in today’s media environment. This session will examine how to secure your reputation in a social media world, and the tools that advisory firms have at their disposal to nurture and enhance their brand image.
Wealth Management
Resource Search
Private Business Owners Facing Strategic Issues
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Sara Hamilton, CEO and Founder of FOX, will share the FOX research on some of the key trends and issues that will change the landscape for business owning families over the next decade. Sara will outline key questions that advisors need to pose to their business owner clients who are facing critical transitions, and the panel participants and the attendees will address these issues.
Profitability, Talent and the Competitive Landscape
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Drawing on insights from FOX’s recent benchmarking initiative for multi-family office and wealth advisory firms, this presentation will explore profitability trends and related challenges. FOX will complement the perspectives of leading multi-family offices and advisory firms with high-quality benchmarking data that focus specifically on what matters most to industry managers; profitability and growth, pricing strategies, talent and compensation. A wealth advisory firm's success often depends on promoting an innovative, entrepreneurial and client-centric culture.
A Masterclass on Talent & Culture Integration: Nurturing the Next Generation of Advisors: Part 1 (Melcher)
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Following David's insight, each of the three subsequent speakers will explore innovative talent stragies in place at leading multi-family offices. This session will be in the form of a TED-style conference with short, succinct presentations on facets of the overall theme.Thom Melcher, Hawthorn, offers his personal perspective on what talent and culture integration means in practice, and how to foster a common culture in a post-acquisition context.
A Masterclass on Talent & Culture Integration: Nurturing the Next Generation of Advisors: Part 2 (Cole)
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Michael Cole, President of Ultra High Net Worth of Ascent Private Capital Management looks at how wealth advisory firms can attract and retain world-class talent with client relationship management capabilities.
A Masterclass on Talent & Culture Integration: Nurturing the Next Generation of Advisors: Part 3 (Voth)
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Leslie Voth, President and Chief Executive Officer of Pitcairn comments on how to nurture the next generation of advisory and relationship talent within your office, and proactively manage transitions in the office.
To select a high quality advisor, families must do their due diligence to verify experience, credentials and weed out conflicts of interest. This article, originally published in Worth magazine, looks at what questions you should ask during the selction process.
Why Would I want to Give All My Assets to One Advisor? Would Several Different Ones Be Better?
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Altair looks at the diversification and safety benefits of placing all assets with one advisor in this article originally published in Worth magazine.
Why is it Important My Advisors Work Together?
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Portfolios do not exist in a vacuum. Investment decisions have tax implications, estate plans often have investment implications, and insurance may affect all aspects of your financial plan. With this level of interconnectedness, a lack of strong coordination among advisors leads to inefficiencies and, perhaps worse, missed opportunities.
Generational Shift: Servicing the Millennials
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As family leadership transitions from one generation to the next, it’s not unusual for servicing needs to change to support the younger clients. Understanding the service requirements of different client life stages allows advisors and family office managers to adapt their service model to the needs of different generations, and reduce the risk of such shifts.