How Clients, Employees and Pricing are Transforming the Ultra-Wealth Business

Overview

After decades of anticipation, the tectonic shift of demographics that would lead to the enormous transfer of wealth, monetization of private businesses and the ushering in of a new workforce are here. Based on FOX’s most recent research and insights, Karen Rush, Managing Director of Membership, and David Toth, Managing Director of Wealth Advisors, shared their perspectives on what ways ultra-wealth advisors are seeing their business transform.


Date Published: Wednesday, May 9, 2018

Speaker

Karen Rush, Managing Director of Membership and David Toth, Managing Director of Wealth Advisors – Family Office Exchange

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