FOX Public Webcast: 2022 State of the Ultra-Wealth Business: Recharting the Course - July 27, 2022
Overview
Please join us on Wednesday, July 27, from 10:00 am to 11:00 am CT, for a live interactive webcast with FOX members and subject matter experts.
Explosive wealth growth and escalating client demands are collectively impacting the course of the Ultra-High Net Worth business. This webcast will discuss some of the challenges presented by this shift in our industry. Will this new shift cause a meaningful departure from common past practices and spur the adoption of new ones? How prepared are advisors for this new era? What are providers doing to change to adapt? All of this and more will be addressed.
Please click on the Register button below to sign up for this webcast. A replay of this webcast will be available to members approximately two weeks after airing.
You may contact the Events Team with any questions at events@familyoffice.com
CPE is not offered for this webcast.
Speaker(s)
Presenters
Glen W. Johnson
President of Membership
Glen W. Johnson is President of Membership at Family Office Exchange (FOX). In this role, he is responsible for all aspects of the member experience, ensuring that each family member, family office executive, and trusted advisor has an unsurpassed experience partnering with FOX by providing unique industry knowledge and insights coupled with a safe and confidential environment where members can share best practices. In addition, Glen oversees the operations of FOX and is charged with establishing and executing systems to execute FOX’s strategic plan, promoting its vision and service-centric culture, and enabling the FOX team to work together to exceed our member’s expectations.
Glen has over 30 years of experience working with family offices, business owners, and executives, first as an attorney and then as a wealth advisor, eventually founding Mirador Family Wealth Advisors – the multi-family office for Fifth Third Bank. He has worked with business owners and executives across all stages of their business life cycle including business succession. Glen writes and speaks nationally focusing on family and business governance and the unique challenges faced during the sale and transition of closely held businesses.
Glen earned a Bachelor of Sciences degree in Education from the University of Michigan in Ann Arbor, MI and a Juris Doctorate degree from Wayne State University Law School in Detroit, MI.
David Toth
Managing Director
David Toth is a Managing Director at Family Office Exchange (FOX) and is market leader for FOX’s Wealth Advisor members. In his role, he serves as Co-Chair for Multi-Family Office and Integrated Wealth Advisor Councils. He also Co-Chairs the Strategic Chief Investment Officer Council, a peer group for family office CIOs.
David serves as relationship manager for select wealth advisors and families providing strategic guidance, access to essential research and offers key insights on issues of importance to them. He has authored, presented, and consulted on topics ranging from client experience and pricing strategies to talent management.
He is as a member of the FOX leadership team, helping to develop and execute strategies designed to better meet member’s evolving needs. David also participates in the development of new research and thought leadership for FOX members.
David brings over thirty years of wealth and investment management, marketing, and strategic consulting experience to FOX and its members. He held key leadership positions in the Asset Management Division at PNC Financial formulating and implementing growth strategies that helped to more than double the size of their wealth and ultra-high net worth businesses.
David earned a B.B.A. majoring in Marketing and an M.B.A. majoring in Finance & Economics from University of Michigan and the University of Detroit/Mercy, respectively. In addition, David has completed Leadership and Executive Development programs at the University of Pennsylvania’s Wharton School.