Webinar - Voice of the Ultra-Wealthy Family: Evolving Client Behaviors and the Impact on Advisors
Overview
According to FOX research, changing client behavior impacts what services need to be provided, how to develop talent and even the way firms articulate their value in the marketplace. In this webinar, we'll examine the shift in behavior which can already be seen in the increase in direct investing and more subtly in how families are seeking advice and planning. Most every firm is engaged in a process to better articulate or re-articulate the value they provide. Subsequently, we'll explore how many leading firms are actively buying, building or partnering with others to enhance their capabilities, while thinking differently about their talent acquisition/development and how they build teams.
***Those that attend this webinar and complete the conditions of participation are eligible to receive 1 hour of CPE credit.***
Speaker(s)
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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 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.
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David Toth is a managing director at FOX. In his role, he constructs actionable insights and strategic analyses for family offices and wealth management advisor members. He developed a pathway of initiatives that assist family offices and wealth advisors in building pricing strategies, elevating client experience, talent management strategies and optimizing team structure, and achieving profitable growth. David has authored a number of reports including our recently published study on the “Transformation of the Ultra-Wealth Business.” David serves as co-moderator of FOX’s Multi-Family Office (MFO), Integrated Wealth Advisor (IWAC) Councils, and the Strategic CIO Council (SCIOC).
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.