Multi-Family Office Council - March 19-20, 2019

Tuesday, March 19, 2019

6:00 PM

Del Frisco’s Steak House NYC
1221 Sixth Avenue
New York, NY 10020
(Cellar Bar from 6-7pm for reception, Half Cellar for dinner from 7-9pm)

Wednesday, March 20, 2019

8:45 AM

Welcome and Introductions

9:00 AM

Evolution of Family Business Owners and the Impact on the Ultra-Wealth Business
Sara Hamilton, Founder and CEO, and David Toth, Managing Director,
Family Office Exchange

• FOX will present their insights and learnings about four types of wealth owners, their characteristics and differences.
• Using these client types and characteristics as a backdrop, FOX will facilitate a discussion on how these four target markets will be changing in the next decade and how that impacts the business models for wealth advisors.
• The changes in the market will drive the changes that we need to make in our delivery of services, technology, and ultimately the talent that we hire.

10:00 AM

Re-Configuring Services Around Client Transitions
Nicole Perkins, Managing Executive, Hawthorn, PNC Family Wealth

• Members will discuss how they are addressing the opportunities and challenges in knitting together what have become “strategic” services that families of wealth need.
   
• Council members will participate in an exchange of their experiences on ways to develop and best align services as family needs change.

11:00 AM

Break

11:15 AM

Growing and Grooming the Next Generation of Talent
Thom Melcher, Managing Director, Glenmede

• Member will share their journey on how they rebuilt their talent model and how that is impacting their business.
   
• Council members will participate in a facilitated discussion exchanging their views on the state of their talent strategies.

12:15 PM

Lunch

1:30 PM

Technology as an Enabler of Service and Talent Strategies
Anja Saloranta, Partner and Chief Operating Officer, Ballentine Partners

• Member will share how harnessing data and analytics has helped to inform and fortify their service and talent strategies.
   
• Council members will exchange their evolving views on technology and the role it plays in the employee and client experiences.

2:45 PM

Break-out Sessions

• Boutique
• Institution Owned

4:00 PM

Formal Meeting Adjourned