FOX Public Webcast: State of the Wealth Advisory Business - June 30, 2021
Overview
Please join us on Wednesday, June 30, from 10:00 am to 11:00 am CT, for a live interactive webcast with FOX members and subject matter experts.
The ultra-wealth business continues to perform well, but not without some growing pains. While advisors to families of wealth benefited from a strong rebound in the markets during 2020, costs are rising faster than revenues. Now that we are in the midst of a receding pandemic, what does this look back on 2020 tell us about how prepared advisors were for the challenges? What strategies have they employed that served them well with their clients during this extraordinary time will sustain them through 2021?
FOX’s David Toth and Glen Johnson will frame the issues and opportunities that are impacting wealth advisors today with fresh data and perspectives. Our annual check-in on the health of the ultra-wealth business includes the latest tracking on pricing changes and insights on the evolving value proposition.
Along the way David and Glen will offer their observations on how leading advisors are adapting to operating as we define post-pandemic normalcy.
Please click on the Register button below to sign up for this webcast.
You may contact the Events Team with any questions at events@familyoffice.com
Speaker(s)
Presenters
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Chief Operating Officer, FOX
Glen Johnson is Chief Operating Officer 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 it’s 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.
Areas of Expertise: Business Owners, Business Transition, Wealth Advisors
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Managing Director, FOX
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.
Areas of Expertise: Industry Trends, Advisor Strategies