Join Family Office Exchange May 1- May 2 at the Biltmore in Coral Gables, Florida, for an in-depth look at the issues that promote success in the private wealth management industry over the next decade. From hearing the latest FOX research on areas of growth, pricing, fees, and productivity to attracting and developing the next generation of advisors, this year’s FOX Wealth Advisor Forum covers what it takes to be a best-in-class advisor to the ultra-high-net-worth market.
– A Strategic Outlook for the Private Wealth Industry over the Next Decade
– The Multi-family Office and Wealth Advisory Landscape
– Masterclass on Talent & Culture Integration: Nurturing the Next Generation of Advisors
– Family Governance in the 21st Century