Webinar - Where Do You Stand?: FOX Multi-Family Office and Wealth Advisor Benchmarking
Overview
As competition increases, it's even more important to differentiate, stay informed of industry trends and better understand where your firm measures up in relation to the industry. FOX recently launched a benchmarking initiative for MFO's and advisors to provide the industry with high-quality data that would enable management teams to make better decisions and communicate more effectively with stakeholders. Join this webinar to hear the results that matter most to industry managers; profitability and growth, pricing strategies, teams and compensation.
Highlights will be drawn from the three sub-sections of FOX's benchmarking:
- Growth and Financial Metrics
- Pricing and Fees
- Talent and Productivity
Speaker(s)
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David Lincoln joined Family Office Exchange as Managing Director of Research in April 2007. Formerly practice manager for The VIP Forum of the Corporate Executive Board, which serves as a best practices research advisor to 400 leading financial organizations in 42 countries, Mr. Lincoln brings to his role 13 years of research product development and delivery expertise. Previously, he held research-related positions at the Goldman Sachs Group in New York, where he completed the firm's first complete research analysis of private wealth management, and the Institute for International Economics, where he assisted institute fellows with research focusing on international trade and economic issues.
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Charles B. Grace, III is senior consultant at FOX. Charlie works on strategic planning projects for families and family offices as well as wealth management advisor clients. He has more than 20 years experience in the family office community advising high-net-worth families and has been quoted in various publications on the subject of private wealth management, including The Wall Street Journal, Financial Times, and Worth Magazine. In addition to his responsibilities at FOX, Charlie has been active on the Board of the single family office Ashbridge, LLC since 1992 and in 2010 was named President. He is a Trustee and member of the Investment Committee of the non-profit Tuttle Fund, Inc. in New York City.