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CONFERENCE PREVIEW: Wealthy Family Advisors To Ponder How To Cope With Disruptive Times

Tom Burroughes, Group Editor , April 17, 2017


Family Office Exchange is staging a forum in Chicago, May 2-4, to examine some of the challenges confronting advisors to wealthy families. This publication will be reporting on events.

Advisors to wealthy families are gathering in early May at a forum in Chicago held by Family Office Exchange.
The 2017 FOX Wealth Advisor Forum (May 2-4) takes the title of Managing Disruption, and explores trends and changes turning business models upside down and forcing advisors to reconsider how they operate.

“Year after year, the wealth management industry’s leading advisors gather with their peers at the FOX Wealth Advisor Forum for knowledge and networking,” FOX president Alexandre Monnier. “This is a can't-miss event for advisors serving the high-end of the market,” he said. 

The forum starts with the annual Michael Brink Memorial Golf Outing on Tuesday, May 2; on the following day, proceedings begin Amy Hart Clyne, FOX Executive Director, reviewing what are seen as disruptive trends. Policy changes from the new Trump administration will be reported by Bloomberg Global Director of Economic Research Mike McDonough. There is also a presentation of new FOX work on the theme of The Importance of Advisor Partnership with Families of Wealth – this segment is presented by FOX Director of Advisor Research David Toth.

A session on professional skill development will be led by Sally Hogshead, New York Times best-selling author. Based on a short, online exercise completed in advance, attendees will receive an analysis of their natural advantages based on their persuasion style - how the world sees them.

A segment about learning the competitive advantage, entitled Acquiring new business through exceptional client communication, will be led by best-selling author and consultant to the nation’s top financial professionals, Dr Maribeth Kuzmeski.

A choice of peer dialogues will be provided based on topics suggested by attendees on their registration forms and requests from the FOX Wealth Advisor Forum Advisory Board.

FOX, which has a community of more than 8,000 family leaders and advisors from 460 organizations in 20 countries, is headquartered in Chicago with offices in New York, San Francisco, Sydney, and Madrid.

(Family Wealth Report will be attending this event; a report about the conference will be published here in due course.)


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