Wealth Advisor Forum
Wealth Advisor Forum, May 4-5, 2016
Coral Gables, Florida
Attendee Profile
125-150 total attendees comprises of MFOs, banks, trust companies, law firms, accounting firms, family business consultants and investment consultants who serve ultra wealthy families.
Event profile
The FOX Wealth Advisor Forum brings together advisors to learn about trends and best practices in serving the ultra-wealth market.
Underwriting Opportunities
Wealth Advisor Forum Underwriter: $10,000
Work with FOX to develop role in the program that highlights your firm’s expertise and contribution to quality insights and education… whether as a facilitator, identifying expert speakers or moderating a session
Includes:
- Two senior executive attendances
Company Branding
- FOX website for up to 6 months (depending on time of engagement)
- Program promotions to include company logo and recognition as Wealth Advisor Forum underwriter
- Recognition at the program as Wealth Advisor Forum underwriter
Golf Outing Underwriter: $5,000 May 3
A special networking and branding opportunity where your firm is the center of this annual event that draws 30-40 industry executives who are looking to develop contacts and referral sources
Includes:
- Two senior executive attendees participation in the golf outing
- Company branding on golf scored card, golf cart, hole in one and closest to the pin activities as well as any additional materials your firm may want to provide
- FOX website for up to 6 months (depending on time of engagement)
- Program promotions to include company logo and recognition
- Boxed lunch for attendees
- Signage and recognition at the Golf Outing and at the opening dinner/reception
Exhibitor: $6,500 - $8,000
Includes:
- One 6-foot table in a central location in the program
- One attandance at the Wealth Advisor Forum
- FOX website for up to 6 months (depending on time of engagement)
- Program promotions to include company logo and recognition
- Signage
Wealth Advisor Forum, May 4-5, 2016
Coral Gables, Florida
Attendee Profile
125-150 total attendees comprises of MFOs, banks, trust companies, law firms, accounting firms, family business consultants and investment consultants who serve ultra wealthy families.
Event profile
The FOX Wealth Advisor Forum brings together advisors to learn about trends and best practices in serving the ultra-wealth market.
Underwriting Opportunities
Wealth Advisor Forum Underwriter: $10,000
Work with FOX to develop role in the program that highlights your firm’s expertise and contribution to quality insights and education… whether as a facilitator, identifying expert speakers or moderating a session
Includes:
- Two senior executive attendances
Company Branding
- FOX website for up to 6 months (depending on time of engagement)
- Program promotions to include company logo and recognition as Wealth Advisor Forum underwriter
- Recognition at the program as Wealth Advisor Forum underwriter
Golf Outing Underwriter: $5,000 May 3
A special networking and branding opportunity where your firm is the center of this annual event that draws 30-40 industry executives who are looking to develop contacts and referral sources
Includes:
- Two senior executive attendees participation in the golf outing
- Company branding on golf scored card, golf cart, hole in one and closest to the pin activities as well as any additional materials your firm may want to provide
- FOX website for up to 6 months (depending on time of engagement)
- Program promotions to include company logo and recognition
- Boxed lunch for attendees
- Signage and recognition at the Golf Outing and at the opening dinner/reception
Exhibitor: $6,500 - $8,000
Includes:
- One 6-foot table in a central location in the program
- One attandance at the Wealth Advisor Forum
- FOX website for up to 6 months (depending on time of engagement)
- Program promotions to include company logo and recognition
- Signage