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Family Office Exchange Unveils Agenda for 2016 FOX Wealth Advisor Forum™
Event to focus on “Purposeful Innovation”
Chicago, March 3, 2016 – On May 3-5 in Coral Gables, FL, Family Office Exchange (FOX) will share its latest insights into the needs of the world's most financially successful families and their preferred ways of working with their advisors at the 2016 FOX Wealth Advisor Forum.
The Forum occurs at a time of unprecedented change in the ultra-wealth market. This year's program, aptly entitled Purposeful Innovation, will give direction on preparing your organization to be well positioned for an effective, profitable future in the private wealth market. FOX will be providing guidance on responding to the revolution in expectations for the client experience, competition from numerous disruptors in advice and reporting, and threats to cyber security.
“Year after year, the wealth management industry’s leading advisors gather with their peers at the FOX Wealth Advisor Forum for golf, knowledge and networking,” said FOX President Alexandre Monnier. “This is a can't-miss event for advisors serving this market.”
Highlights from the 2016 FOX Wealth Advisor Forum agenda include:
- Michael Drexler and R. Jesse McWaters of World Economic Forum USA on the transformative potential of new entrants and innovations on business models in financial services
- Bestselling author Dr. Joseph A. Michelli on how to deliver outstanding client experiences
- A luncheon session on engaging the next generation family of wealth owners, featuring a panel of millennial clients and advisors
- Breakout sessions on a host of emerging industry trends, including direct investing, big data, culture's role in the family-advisor relationship, and impact investing
Attendees are also encouraged to join FOX for the Michael Brink Memorial Golf Outing on May 3 at the Biltmore Golf Course.
For more information on the 2016 FOX Wealth Advisor Forum, May 3-5 at The Biltmore in Coral Gables, please visit https://www.familyoffice.com/learning-events/forums/fox-wealth-advisor-f....
About Family Office Exchange
Family Office Exchange (FOX) is the premier global member network for enterprise families and their advisors who are pursuing best practices for managing their family enterprise and growing their family wealth. The community includes over 8,000 family leaders and sophisticated advisors from 500 organizations in 20 countries who utilize FOX’s resources each year for advice, networking, education, and best practices in wealth management.
FOX is headquartered in Chicago with offices in New York, Santa Barbara, Sydney, and London. For more information about FOX email us at info@familyoffice.com or visit www.familyoffice.com.
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