Advisor Development

Resource Search

2025 FOX Wealth Advisor Survey Member Chart Pack
Publish Date

The 2025 Family Wealth Advisor Survey Member Chart Pack includes data from a select list of 72 family office and specialist organizations and was fielded from April – May 2025. Participants represented a diverse mix of firm types across wealth advisory and management, consulting, investment, legal, tax, and other specialist sectors The survey explored a wide range of topics including financial and growth metrics, service offerings and pricing, talent strategies, and sales and marketing approaches.

Cultivating Qualitative Skills for the Family Advisor of the Future | 2023 FOX Family Office and Wealth Advisor Forum
Publish Date

Family advisors often have a strong technical or financial background, but the importance of cultivating communication style, emotional intelligence, coaching skills, trust-building, and similar qualitative skills to serve clients cannot be overstated. Join a panel of peers who will share how they meaningfully engage with family clients and discuss the invaluable impact of continuous qualitative skill development in today's ever-changing family-advisory environment.

Wealth 3.0 in Practice: Harnessing the Power of Positive Attention
Publish Date
James Grubman
Dennis Jaffe
Kristin Keffeler

With the shift moving away from a fear-based approach to a more positive paradigm, Wealth 3.0 presents the way forward in the wealth advising community. In practice, Wealth 3.0 empowers family clients to work together toward the creative possibilities their wealth and business can offer. Here are some of the practical shifts in mindset and practice that advisors can engage in to make this happen with their clients.

The Role of Continuous Development for the Successful Advisor | 2022 FOX Wealth Advisor Forum
Publish Date

Many wealth advisors and specialists have a strong technical or financial background, but the importance of cultivating interpersonal and relational skills to serve families cannot be overstated. Join a panel of exceptional peers who discuss the invaluable impact of continuous development in the everchanging environment many advisors and specialists find themselves in. They share the learnings that guided them throughout their careers and examine what development really means when it comes to serving families of wealth.

Wealth 3.0: From Fear to Engagement for Families and Advisors
Publish Date
James Grubman
Dennis Jaffe
Kristin Keffeler

With the passage of time, the fear-based approach of Wealth 2.0 has evolved to a more positive, strengths-based paradigm. This new approach—the Wealth 3.0—is a call to action for greater professionalism and rigor by the diverse practitioners of family wealth advising. Dr. James Grubman, Dr. Dennis T. Jaffe, and Kristin Keffeler illuminate what needs to be done and how the future lies in integrating truly family-centric services that are driven by purpose and optimism.