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2022 Global Investment Survey Highlights
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One of FOX’s invaluable member benefits is the peer perspective gleaned from participating in FOX surveys. Jonathan Tunner, Director of Private Investment Opportunities at FOX, and Scott Muench, the market leader for Financial Families at FOX will share the key themes that emerged from this year’s annual Global Investment Survey.

Winning on Purpose: The Case for Putting the Client First | 2022 FOX Wealth Advisor Forum
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Customer experience leaders outperform the market 2 to 1, so why are more companies not fully embracing Customer Purpose? Join us for a presentation from Maureen Burns, who is a leader in Bain & Company’s Customer practice work within the Financial Services industry. Maureen deals extensively with clients on topics related to marketing excellence, the Net Promoter System®, customer journey redesign, and digital transformation.

Families of Wealth: Change Is In the Air | 2022 FOX Wealth Advisor Forum
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FOX shares what’s on the minds of members including a summation of the many transitions impacting families of wealth. What will your role be during this critical period of transformation? The skills you need to gain to support your clients are addressed throughout the forum. David Toth, Managing Director, FOX Glen W. Johnson, President of Membership, FOX

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

Wealth 3.0: From Fear to Engagement for Families and Advisors
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James Grubman
Dennis Jaffe
Kristin Keffeler

With the passage of time, the fear-based approach of Wealth 2.0 has evolved to a more positive, strengths-based paradigm. This new approach—the Wealth 3.0—is a call to action for greater professionalism and rigor by the diverse practitioners of family wealth advising. Dr. James Grubman, Dr. Dennis T. Jaffe, and Kristin Keffeler illuminate what needs to be done and how the future lies in integrating truly family-centric services that are driven by purpose and optimism.

2022 Global Macroeconomic Outlook | 2022 FOX Global Investment Forum
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Join FOX as we kick off the forum by identifying what to pay attention to in the global markets, including the impact of the ongoing Russia-Ukraine conflict and other geopolitical events. Opportunities and key components to watch out for in relation to privates, publics, and broad asset class exposure will be shared. Timothy F. McCusker, FSA, CFA, CAIAPartner, Chief Investment Officer, NEPC LLC Introduced by Miguel López de Silanes Gómez, Market Leader International, FOX

Making Insurance a Cornerstone of Wealth Management
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With the past two years as a backdrop, risk management and insurance for 2022 will be anything but simple. It will entail assessing vulnerabilities with regards to changes such as permanent work-from-home arrangements, increased exposure to extreme weather events, cybercrime, and various pandemic-related ripple effects. High net worth individuals and families will need to look at risk management and insurance in a whole new light: It’s no longer a commodity but an important part of protecting their lifestyle and future.

2021 State of the Ultra-Wealth Business
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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?