Multi-Family Office Council - March 7-8, 2018

6:00 PM

Cocktails (6:00 PM) and Dinner (7:00PM)
Triomphe Restaurant
49 W 44th Street
New York, NY 10036

Thursday, March 8, 2018

8:30 AM

Welcome and Introductions

9:00 AM

State of the Ultra-Wealth Business

• FOX will present the highlights of its annual study on the state of the Ultra-Wealth business based our 2017-18 MFO/Wealth Advisor survey.
• Facilitate a discussion among council members gaining their perspectives on key challenges and priorities for their business during 2018.
• FOX will share background and point of view on the Private Business, Family and Firm transitions that are reshaping the ultra-wealth business.

10:00 AM

Private Businesses in Transition
Michael Cole, President, Ascent Private Capital Management

• Member to discuss how they are addressing the opportunities and challenges with the rapidly growing family-controlled private businesses.
• Council members to participate in an exchange of experiences with family-run private businesses.

11:00 AM

Break

11:15 AM

Family Transitions
Susan R. Colpitts, Co-Founder and Chief of Client Experience, Signature Family Wealth Advisors

• Member will share their experience and evolving approach to the increasingly dynamic state of family and generational transitions.
• Council members will participate in a facilitated discussion among council members exchanging their perspectives.

12:00 PM

Lunch

1:30 PM

Firm Transition and Succession
Krista Kerr, President and CEO, Kerr Financial

• Member will share their journey through the transference of firm ownership, transition of clients and management and positioning for growth beyond succession at their firm.
• Council members will exchange their views and experiences.

2:30 PM

Break-out Sessions

4:00 PM

Formal Meeting Adjourned