Wealth Advisor Briefing - New York - March 9, 2016

Overview

Wednesday, Mar 09, 2016 - 08:30am to 10:00am EST

Join us for a lively exchange of information and ideas with your peers over breakfast at this FOX Wealth Advisor Briefing.

Attendance is included with membership, but advance registration is required

Recommended for:

FOX Members

Location

HUB International

5 Bryant Park

1065 Avenue of the Americas

New York New York 10018

United States

Registration

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Agenda
FOX Facilitators

8:30 a.m.

Breakfast and Networking

9:00 a.m.

10:00 a.m.

Open discussion around Trends identified by FOX

Adjourn

Alexandre Monnier, President, Family Office Exchange

Alexandre Monnier is President of Family Office Exchange (FOX), a global organization that helps wealthy families and their advisors master the unique challenges inherent to wealth ownership. FOX’s support includes networking opportunities, knowledge, advice and education on key topics such as managing wealth, family governance, legacy, succession and best practices for running family offices.

Alexandre oversees FOX globally and has extensive experience in creating, marketing, and delivering premium services to families of wealth in the wealth management, private aviation and healthcare industries—both in the US and internationally.

He joined FOX from PinnacleCare, a leader in private health advisory services, where he led the development of the business in the U.S. and in Europe. Earlier Alexandre ran Skyjet, Bombardier Aerospace’s private jet charter business, transforming the business from an emerging player to a leading private jet travel provider. Previously, he spent 10 years as a management consultant serving some of the most widely recognized firms in the U.S. and Europe on issues ranging from strategy to operational and organizational effectiveness. He started his career in finance with Societe Generale.

Karen Rush, Director of Membership, Family Office Exchange

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.