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CHICAGO, March 03, 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 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-forum-2016.
About Family Office Exchange
To learn more about Family Office Exchange (FOX), please email us at [email protected] or visit www.familyoffice.com/media-kit.
Media contact Marvin Pollack [email protected] 1-312-327-1200
