Integrated Wealth Advisor Council - March 19-20, 2025 Meeting - Nashville, TN
Overview
Wednesday, Mar 19, 2025 - 02:30pm
Thursday, Mar 20, 2025 - 04:30pm
The FOX Integrated Wealth Advisor Council is comprised of CEOs and senior executives of integrated wealth advisory firms and boutique multi-family offices serving the highest net-worth clientele. Council members possess a willingness to openly share their time, perspective, and acumen.
Region
Location
Nashville, TN
Recommended For
FOX Integrated Wealth Advisor Council Members and Invited Guests
About
Integrated Wealth Advisor Council (IWAC) members enjoy a collaborative environment to further their firm’s continued growth through peer learning and exploration of the current - and future - needs of family
wealth clients.
IWAC Members:
- Meet twice a year for 1½ days, supplemented with optional virtual meetings
- Work from agendas tailored to council concerns and interests
- Draw on research and expert-moderated dialogue for lively, productive meetings
- Learn from case studies presented by fellow council members
- Enjoy intimate dinners and networking activities designed to foster long-term relationships
>> For information about joining this Council, contact us by email or call 312-327-1241.
Agenda
General Anticipated Timing
Wednesday, March 19
- 3 pm: Meeting
- 6 pm: Council Dinner
Thursday, March 20
- 8 am - 4:30 pm: Full-Day Meeting