Overview
To register for this council meeting, please contact Ken O'Young at koyoung@familyoffice.com.
Agenda>
The purpose of this Council is to provide a venue to help wealth advisor firms think about strategic objectives for their companies by means of peer insights, investigation of the drivers of success for integrated wealth management, and articulation of the needs of the ultra-high-net-worth target market.
For information about joining this Council, contact us by email or call 312-327-1247.
Registration
Not a FOX Member? Inquire here to request an invitation to this event:
- Agenda
AGENDA
| Tuesday, September 26, 2023 | ||
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3:15 p.m. |
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Welcome and Participant Introductions (Top of Mind) David Toth, President of Membership and Gaby Griffin, Managing Director, Council Memberships, FOX
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3:40 p.m. |
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Leading through Change Jeff Strese, Family Learning and Leadership Consultant, FOX Based on Jeff’s work as an Organizational Development Consultant and through his involvement at SMU’s Executive Education program, he will facilitate a highly interactive learning session based on key principles of organizational change and the role of the leader. We will explore effective ways of preparing, leading, and communicating during times of uncertainty and changing dynamics. |
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4:40 p.m. |
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Peer Dialogue on Jeff’s Session Facilitated by Jeff, David and Gaby, FOX |
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5:00 p.m. |
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Day 1 Meeting Adjourned |
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6:15 p.m. |
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Council Cocktails & Dinner |
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Wednesday, September 27, 2023 |
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8:15 a.m. |
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Breakfast |
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9:00 p.m. |
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Welcome Back Facilitated by David and Gaby, FOX |
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9:15 a.m. |
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Technology Trends that are Affecting Family Offices Kent Lawson, CTO and Director of Technology Services, FOX Taking a look at where Technology is and where it is going in the Wealth Management world. |
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10:10 p.m. |
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Brea |
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10:30 a.m. |
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Navigating the AI Landscape: Top Five AI Questions for Family Offices Murali Nadarajah, CIO, Eton Solutions and Kent Lawson, FOX As Artificial Intelligence (AI) increasingly permeates the financial sector, family offices find themselves at a crossroads, challenged to adapt yet unsure of where to begin. This interactive session aims to address the Top Seven AI Questions for Family Offices, offering actionable insights for leveraging the next wave of technological advancements to preserve and build wealth. |
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11:50 p.m. |
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Lunch Brea |
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1:00 p.m. |
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Advising Clients on Family Governance Essentials Arne Boudwyn, Ph.D., Insights2 Governance enables families to develop and leverage agreed-upon processes and protocols for making important decisions regarding wealth and both its management and impact. Advisors play an important role in family governance and decision-making as influential and trusted partners. This session will focus on how advisors can support their clients to develop actionable plans for implementing or enhancing structured governance processes that support an aligned family culture. |
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2:10 p.m. |
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Brea |
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2:30 p.m. |
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Round Table Discussion – Topics Facilitated by David and Gaby, FOX Pricing and potential dislocations, viewpoints on Wealth 3.0 (The Future of Family Wealth Advising by Grubman, Jaffe and Keffeler recommended reading), talent development and retention, family wealth marketing |
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3:30 p.m. |
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Short Brea |
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3:40 p.m. |
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Wrap-Up & Preparations for Future Meetings Facilitated by David and Gaby
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4:00 p.m. |
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Meeting Adjourned |