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Maintaining successful communication during disruptive times as we’ve all experienced this year, requires a strategic approach of knowing how and when to reach out to clients via email, text, phone, or face-to-face meetings. One of the nation’s top consultants to wealth advisors will provide insights on improved ways to manage client ex...

How do you get on the right track during the investment consultant due diligence process and thereafter to optimize the advisor and client relationship? Aligning the advisory relationship with a family’s objectives is critical to success and as much an art as a science. Certain families don’t realize they have the ability to design and ...

Strong partnerships between families and their advisors better prepare them to take on complex issues and navigate transitions. Family Office Exchange has undertaken ground-breaking research focused on how these great partnerships are formed. The research chronicles the work of families and advisors who have effectively transformed their numerous a...

Steven Draper will set out for discussion the idea of using Office 365 as the core platform in a family office and synthesize some of latest developments around this platform. This will be followed by an open Q&A.

A family office portal is a secure electronic gateway to the information that you want to share with your family—files, photos, services, and information—accessible over the Internet through a web browser. It can be a powerful means of connection for the family. Come to this session to learn about one family's experience creating th...

Family offices are looking for a secure way to interact with their families with increased flexibility, improved levels of communication and tight process integration across their business. What developments should you be aware of? Steven Draper will update us on the state of play in this area and focus on solutions and strategies that provide incr...

How will the Internet of Things (IoT) change the family office industry and how we serve our clients? This session will identify key triggers for change in terms of client engagement, delivery of services and advice, communications, integration, and access to a variety of products. The goal is a thought provoking discussion of how the world is chan...

Family Office Exchange continues to lead efforts on assessing need; analyzing impact; evaluating ideas, preparing for innovation; aligning culture and teams toward commitment; and targeting efforts in the design, development and delivery of meaningful and dynamic products, services and processes that are uniquely positioned for the next generation ...

Critical to the creation and application of new ideas within the marketplace to generate new value is a keen awareness of the client’s perception of the value delivered over time. To provide you with tools necessary for strategic thinking from a tactical perspective, Karen and David will share key findings from the FOX MFO Benchmarking study ...

You are not alone in wanting to deliver outstanding client experiences. According to Forrester Research, client experience elevation is on the strategic priority list of 92% of businesses; 23% of those small, medium and large companies have client experience as their #1 priority. Despite that prioritization, consumer satisfaction research suggests ...