FOX’s Family Office and Wealth Advisor Forum will bring together family office executives and advisors in the UHNW industry to discuss the most critical challenges and opportunities impacting professionals in family offices and wealth advisory firms, and the clients they serve. From operational themes such as insurance, governance, or tax and estate planning, to navigating talent and transition challenges, attendees will walk away with tangible ideas for enhancing your work.
“Highly timely topics and excellent speakers discussing how to be better professionals in supporting our families, clients, and teams.” – 2022 Forum Attendee
What to Expect
Attendees will…
Hear from our keynote speaker on employee retention, culture, and keeping your best talent
Understand the importance of qualitative skills for the family advisor
Learn from a panel of experts about income tax, trust and estate planning, regulations, and opportunities in 2023
Discover the importance of the employee experience in today's world and economy
Explore the family office governance journey with a panel of experts
Hear from a legacy strategist on how to strengthen the 'people-side' of your family office planning
Who Should Attend
Registration for this event is for family office and advisor members of FOX.
Please note that forum credits or a registration fee will be required to attend in-person or virtually. Additional discounts will be available for multiple members of your family or firm to attend in-person. Please contact your relationship manager or events@familyoffice.com for more information.
Please note qualified non-member prospects may attend this event virtually. Please contact FOX for more information.
With 40-70% of people contemplating leaving their jobs, the challenge of retaining your top talent has never been greater. Yet, with many new hires in your organization and the challenges of a hybrid workplace, you are struggling to re-establish one of the most important levers you have to retain your best and brightest: your culture.
Family advisors often have a strong technical or financial background, but the importance of cultivating communication style, emotional intelligence, coaching skills, trust-building, and similar qualitative skills to serve clients cannot be overstated. Join a panel of peers who will share how they meaningfully engage with family clients and discuss the invaluable impact of continuous qualitative skill development in today's ever-changing family-advisory environment.
Get up to speed on the latest results and relevant themes from FOX's Family Office Benchmarking Survey, Global Investment Survey, and Multi-Family Office Survey.Hilary Leav, Director, Insights & Research, FOXDavid Toth, President, Membership, FOX
Don't miss this annual in-depth update. A panel of experts will review recent and potential income tax, trust, and estate planning laws, regulations, and cases in order to discuss managing key challenges and opportunities in 2023. Discover what to watch out for, what to stop worrying about, and what you should consider doing to protect your clients. In addition, a discussion on the Corporate Transparency Act will be included as we look toward 2024 reporting requirements.
As the importance of retaining high-performing employees becomes more apparent in a challenging economy, employers should examine what they offer employees beyond financial compensation. Speakers will share the pros and cons of employee benefits to consider such as hybrid work environments, mental health services, parental leave, nursing mothers' programs, and more. Additionally, company efforts such as DEI and social impact, and developing a consistent workplace culture will be addressed.
Wealth advisors continue to experience rapid growth, which on its face is positive – but firms can get into trouble if growth is not properly managed. Join a panel of experienced wealth advisors explaining the ins and outs of effectively managing growth. Topics discussed include identifying the right clients for your business, creating efficiencies and processes that make growth more manageable, creating the right training for employees, how to analyze client profitability, and more.
Every family office is unique, and so are the governance structures needed to meet the family's objectives. This session will help attendees understand when a family office should implement more (or less) formal governance components - from committees to councils to bringing in outside directors alongside family members. Attendees will walk away with a solid understanding of the family office governance lifecycle, including indicators on when to add or remove governance elements.
Join our FOX Chief Technology Officer and a panel of Partner experts for a discussion on new software, future paths of technology, A.I., and technology services for advisors and family office.Use this opportunity to ask your own questions to a group of experts in the family office technology space.Kent Lawson, Chief Technology Officer, FOX
As we head into the second half of the year, questions surrounding the global economy and financial markets remain. Is the U.S. headed for a recession? Will there be secondary effects from divergent Global Central Bank policies? Does the 2024 political cycle matter? And importantly, how should family offices invest capital given the current and future global market dynamics?Join Fiducient Advisors’ Brad Long, CFA, Chief Investment Officer and Adam Newell, CFA, CFP, Director of Family Office Consulting, for their mid-year market updates and valuable investment insights.
Families tend to focus on the technical elements when planning wealth transfer, including management of their investments and estate planning. However, to build a long-term foundation for success, it's just as critical to strategically prepare the people in a family. Come to this interactive discussion to learn realistic best practices for strengthening the 'people-side' of your Family Office planning, including communication, education, and preparation- for future roles.
For the past 3 decades, the private wealth industry has been heavily focused on, and dominated by, highly technical disciplines, such as investment management, tax and accounting, and trust and estate planning, with solutions primarily serving the financial capital of enterprise families and the vision of prior generations. The qualitative needs and wellbeing of future generations expected to benefit from these solutions have rarely been a focus of industry practitioners.