FOX Wealth Trends Including the Investment Survey Results

Overview

Like any industry, the family office market continuously evolves in response to external environmental factors and the changing needs and demands of clients. In this webinar, listen to the FOX research team as they look at the key issues shaping the family office industry today and provide commentary and views on select trends currently affecting family offices and, more generally, the wealth management industry. The discussion of trends will touch on the full breadth of FOX member conversations and primary research in 2011, including highlights from the FOX Wealth Trends survey conducted in the late spring that looks at 2010 investment performance and predictions for 2011. Other topics include family office costs, partnerships and outsourcing trends, family transitions, and a variety of other high-interest issues.


Date Published: Wednesday, June 8, 2011

Speaker

Anna Nichols, David Lincoln, and Lisa Ottum – Family Office Exchange

This webinar recording is available to FOX members and is available for purchase by FOX Public Network Guests.