Take your personal and professional growth to the next level at the 2022 FOX Wealth Advisor Forum. This year’s forum will address the myriad of transitions that families are experiencing and how advisors can help them navigate. Additionally, growth is on the mind of advisory firms everywhere, and the educational sessions and networking opportunities presented at this year’s event will help advisors manage this time of unprecedented progress.
“The forum was effective in helping me continue to grow as an advisor. I better understand the changing dynamics of the families I serve and am motivated by the focus on developing future leadership.” – 2021 Forum Attendee
What to Expect
Attendees will…
Hear a summation of the many transitions families of wealth are facing
Understand why the client experience should be a primary focus
Hear from fellow wealth advisor peers on what they’re doing to champion their work, both personally and professionally
Discover how to help families navigate business transitions
Explore how family histories can set a foundation for connection and continuity
Learn how to effectively engage with the rising generation
Get a base-level understanding of private trust companies
Understand the basics and importance of the growing blockchain and digital asset landscape
Learn more about strategic philanthropy
Who Should Attend
Registration for this event is for advisor members of FOX.
Please note that forum credits or a registration fee will be required to attend in-person. Additional discounts are available for multiple members of your firm to attend in-person. Please contact your relationship manager or events@familyoffice.com for more information. For questions regarding in-person attendance eligibility please contact your relationship manager.
All FOX members may attend virtually, with unlimited attendees from your family or firm.
Please note qualified non-members may attend this event virtually.
Member In-Person Pricing
Member
Individual Attendees
Forum Credit or $2,500
Multiple Attendees from the same firm
Forum Credit or $2,250
Member Virtual Registration
Members opting to attend virtually may do so by clicking the Credit Card option below. You will not be asked for a credit card at the end of registration, the system only needs a payment option selected in order to proceed. There is no charge for member virtual registration at this event.
Non-Member Virtual Registration is $895 per registrant.
Online registration is now closed. If you would like to attend virtually or in-person, please contact us directly at events@familyoffice.com.
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
Many wealth advisors and specialists have a strong technical or financial background, but the importance of cultivating interpersonal and relational skills to serve families cannot be overstated. Join a panel of exceptional peers who discuss the invaluable impact of continuous development in the everchanging environment many advisors and specialists find themselves in. They share the learnings that guided them throughout their careers and examine what development really means when it comes to serving families of wealth.
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. BankModerated by Scott Winget, Enterprise Market Leader, FOX
Many family businesses are undergoing or anticipating transitions, prompting the need for trusted advisors more than ever. This session features experts who have deep breadth of experience in helping families manage business transitions and the complexity that comes with them, including new liquidity, helping founders find their next purpose, and more.John Brown, Founder, Business Enterprise Institute Moderated by Gaby Griffin, Market Leader, Business Owners and Family Office Executives, FOX
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. Maureen Burns, Partner, Bain & Company Introduced by Peter Moustakerski, CEO, FOX
Speakers cover the basics of what a Private Trust Company (PTC) is, including answering common questions your clients may have about them.Scott D. Weaver, J.D., General Counsel & Chief Fiduciary Officer, Willow StreetModerated by Scott Winget, Enterprise Market Leader, FOX
Blockchain and digital assets are not going away and continue to intrigue. FOX’s Nate Hamilton shares what you should know about this rapidly expanding landscape.Nate Hamilton, Vice Chair, FOX