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Gen Y, or the Millennial Generation (those people born from 1982-2000), present some very specific challenges for wealth advisors. While wealth advisors have spent most of their careers successfully building and managing relationships primarily with their Baby Boomer clients, these same wealth advisors stand to witness the greatest transfer of weal...

Peter Drucker has famously stated that "management is doing things right; leadership is doing the right things." The challenge of that statement of course is identifying what should be done and your capacity to accomplish the ‘right things’. The Family Office Exchange in partnership with Vantage Leadership has initiated a stud...

Family Office Exchange and guests reflected on today’s “new breed” of advisory service. While options are plentiful, obtaining and maintaining an optimal client experience remains dependent on integrating the unique needs of the family with the individual knowledge, skills and talents of advisors and the systems and processes that...

There is both a science and an art to functioning as a wealth advisor. Most, if not all, wealth advisors have the technical know-how to serve their clients – that’s the science of it. The art refers to orchestrating the efforts of disparate experts into a coherent approach that serves the family client and, in the long run, the team of ...

In his most recent book, To Sell is Human, author Daniel H. Pink indicates that according to the U.S. Bureau of Labor Statistics, one in nine Americans works in sales. More than fifteen million people earn their keep by convincing someone else to make a purchase. But that if you dig deeper, a startling truth emerges: “Yes, one in nine Americans wor...

In today’s burgeoning Family Office Industry marketplace, the key word is “Integration”, yet, many firms have not yet learned how to deliver true Integrated Family Wealth Management. Firms often silo their offerings creating tremendous inefficiencies and costs for the client while simultaneously missing tremendous opportunities. S...

Critical to the work of FOX’s Knowledge Center is identifying the global trends and issues that have immediate and future impact on families of wealth. As such, FOX is pleased to share the ten trends emerging in the family wealth industry and the anticipated interdisciplinary service necessary to meet and exceed the needs of client families. As par...

Leslie Voth, President and Chief Executive Officer of Pitcairn comments on how to nurture the next generation of advisory and relationship talent within your office, and proactively manage transitions in the office.

Michael Cole, President of Ultra High Net Worth of Ascent Private Capital Management looks at how wealth advisory firms can attract and retain world-class talent with client relationship management capabilities.

Following David's insight, each of the three subsequent speakers will explore innovative talent stragies in place at leading multi-family offices. This session will be in the form of a TED-style conference with short, succinct presentations on facets of the overall theme.Thom Melcher, Hawthorn, offers his personal perspective on what talent and cul...

Drawing on insights from FOX’s recent benchmarking initiative for multi-family office and wealth advisory firms, this presentation will explore profitability trends and related challenges. FOX will complement the perspectives of leading multi-family offices and advisory firms with high-quality benchmarking data that focus specifically on what...

Sara Hamilton, CEO and Founder of FOX, will share the FOX research on some of the key trends and issues that will change the landscape for business owning families over the next decade. Sara will outline key questions that advisors need to pose to their business owner clients who are facing critical transitions, and the panel participants an...

Maintaining and enhancing corporate brand reputations is an entirely different challenge in today’s media environment. This session will examine how to secure your reputation in a social media world, and the tools that advisory firms have at their disposal to nurture and enhance their brand image.

The pay levels for board directors have been increasing as the board members’ responsibilities grow with the need to fully understand and navigate the challenges arising from a variety of areas including geopolitical risk, regulatory complexities, macroeconomic shock, climate/environmental challenges, and technology advancements. Given these change...