Integrated Wealth Advisor Council - March 28 - March 29, 2023 - Naples, FL Meeting
Overview
The purpose of this Council is to provide a venue to help wealth advisor firms think about strategic objectives for their companies by means of peer insights, investigation of the drivers of success for integrated wealth management, and articulation of the needs of the ultra-high-net-worth target market.
For information about joining this Council, contact us by email or call 312-327-1247.
Agenda
FINAL AGENDA
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Tuesday, March 28, 2023 |
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3:00 p.m. |
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Welcome David Toth, President of Membership and Gaby Griffin, Managing Director, Council Membership, FOX
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3:25 pm. |
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FOX Update Peter Moustakerski, CEO, FOX |
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3:55 p.m. |
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Peer Dialogue: Part I Facilitated by David & Gaby Council attendees will discuss their 2023 Key Initiatives and Goals, as well as peer questions that are top of mind |
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4:55 p.m.
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Day 1 Wrap-Up Facilitated by: Gaby
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5:00 p.m. |
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Day 1 Meeting Adjourned |
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6:00 p.m. |
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Cocktails & Dinner |
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Wednesday, March 29, 2023 |
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8:15 a.m. |
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Outdoor Breakfast |
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9:00 p.m. |
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Welcome Back David and Gaby, FOX |
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9:15 a.m.
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Cyber Security and Data Protection (Virtual Presentation) Colin Taggart, Principal, CISSP, CISA, CPA, Plante Moran We all face increasing and incessant threats from attacks by hackers, spammers, cybercriminals, as well as from the mishandling of data by partner vendors. Family offices are on the front line of defense and need to be vigilant in protecting their data, assets, and clients. Colin will discuss technologies, processes, and methods you might consider to better protect the enterprise. |
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10:30 a.m. |
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Break |
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10:45 a.m.
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The MFO of Tomorrow: Simplifying Complexity for Families of Significant Wealth Paul Ferguson, Managing Director, Relationship Management, Schwab Advisor Family Office We will have a group discussion around the latest trends in the MFO space. We will discuss types of MFOs, services offered, how firms charge for those services and the family office community. |
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12:00 p.m. |
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Outdoor Lunch |
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1:15 p.m.
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The Family Learning Landscape Mindy Earley, Chief Learning Officer, FOX The family learning space is changing. Families increasingly see education as part of the larger family cohesion, communication and legacy strategies. There is increased attention given to not just the rising generation, but younger children as well. More families are creating and implementing learning programs and relying on trusted advisors to be part of those programs. Hear from FOX’s Chief Learning Officer Mindy Kalinowski Earley about the current family learning landscape, insights from recent consulting engagements and how you can walk alongside your clients to overcome obstacles and support their family learning goals for maximum family impact. |
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2:30 p.m. |
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Break |
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2:45 p.m. |
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ValuesAdvisor: A new platform to help asset owners find a financial advisor to implement a values aligned investing strategy Kate Simpson, Co-Founder & Director of Outreach, ValuesAdvisor ValuesAdvisor, a nonprofit resource developed to help move money into alignment with values, offers a database of financial advisors specifically chosen for their expertise in values-aligned investing services. The platform provides relevant information about an advisor’s experience and enables investors to filter the universe of advisors based on their specific needs. |
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3:45 p.m. |
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Break |
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4:00 p.m. |
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Peer Dialogue: Part II Facilitated by David & Gaby Council members will discuss a range of suggested topics: Implementing Value-Based Pricing and Value, Family Office Outsourcing/Co-Sourcing, and the Human Capital Component of Serving UHNW Families. |
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4:50 p.m.
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Wrap-Up & Preparations for Future Meetings
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5:00 p.m. |
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Day 2 Meeting Adjourned |
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6:00 p.m. |
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Outside Council Cocktails and Dinner |