Multi-Family Office Council - March 9-10, 2016

Overview

Wednesday, March 9, 2016 - 6:30pm to Thursday, March 10, 2016 - 4:00pm

Family Office Exchange is drawing together a group of leading Multi-Family Offices to discuss industry trends and common challenges.

Under discussion at this year's session will be “Talent, Teams, Client Experience: Strategies to Construct an Enduring Model and Satisfy Clients”

Recommended for:

Multi-Family Offices

Registration

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Speakers

Karen Rush, Director of Membership

Karen Rush is Director of Membership for Family Office Exchange (FOX). She is part of the advisor team that works to increase membership and provide member services. Formerly events manager, she was responsible for planning all external FOX events, including forums, workshops and regional events.

Prior to joining FOX in 2005, Ms. Rush spent 10 years at a large, multi-generational family office as the communications coordinator. She worked directly with the family office and family members to develop a family meeting process and younger generation education program.

David F. Toth, Director of Advisor Research

David Toth is the Director of Advisor Research at FOX. In this capacity, he harnesses research to develop actionable insights and perform strategic analyses for family offices and wealth management advisor members. Assignments include constructing a roadmap for a series of initiatives that assist family offices and Wealth advisors in building talent management strategies, optimizing team structure, elevating the client experience and achieving profitable growth.

David brings over thirty years of wealth & investment management, marketing and strategic consulting experience to FOX and its members. Over the past fourteen years he has held key leadership positions at PNC Financial’s Asset Management division formulating and implementing growth strategies that helped to more than double the size of their wealth and ultra-HNW businesses. David has played a lead role in the wealth industry through his work on client satisfaction/loyalty, improvements to both the client and advisor experience, pricing strategies, development of new investment products and approaches, and the launch of Wealth Insight® an award-winning blend of technology and advisor/client interaction.