FOX Public Webcast: 2024 State of the Ultra-Wealth Business: The Rise of the Family Wealth Advisor
Overview
We are in the midst of the greatest transfer of wealth in history paralleled by the greatest creation of wealth. This two-pronged engine of growth is having a massive impact on the Ultra-Wealth business and is transforming the very nature of how providers are serving their clients. During this webcast we will check in on the health of the Ultra-Wealth business and family wealth trends based on our 2024 research. We will offer our perspectives on these topics and how the Family Wealth Advisor role is evolving in concert with the growing needs of serving families.
David F. Toth, President of Membership, FOX
Jaleigh White, Director, Baird Family Wealth