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In this interactive session, we’ll examine how adopting a listening framework and developing the skills to listen strategically can help elevate your effectiveness as an advisor. We’ll then connect the dots with real life examples of how executives have successfully applied a listening framework to communicate and resonate with clients and colleagues authentically, resulting in an immediate positive impact on their relationships. Armed with these new skills, you’ll also have a chance to practice with your peers in an interactive dialogue session.

New research confirms that ultra-high net worth investors are concerned more about cybersecurity than they are about market volatility, changing interest rates, or asset allocation. Jim Trainor, Senior Vice President with Aon Cyber Solutions and former Assistant Director of the FBI’s Cyber Division, will share his perspective on the evolving cybersecurity threat landscape and offer practical advice on how high net worth investors, family offices, and the institutions that serve them can reduce risk and gain the upper hand on hackers and other adversaries.

According to research by FOX’s David Toth, advisors are facing the dilemma of replacing retiring baby boomers - along with their institutional knowledge - in large numbers, while adapting their “employment brand” to be attractive to a different generation of workers. As employees seek companies with cultures that align with their own values, recruiting and retaining the best and the brightest requires a strategic approach to talent.

By 2030, nearly 75% of employees are projected to be Millennials. For some time now, forward-thinking organizations have been laying the groundwork for this generation and the changes in expectations, work styles, and values that

Wealth Managers are facing disruptive innovation from new and emerging technologies such as artificial intelligence, machine learning, blockchain, chatbots, and more. The future of these firms will be led by “bionic”relationship, sales, and service managers who leverage cognitive and analytics solutions to better serve their client's needs and serve them at scale. Given this sweeping and disruptive wave of change, how will this industry need to evolve, and what will it look like in the future?

Download the full digital binder for offline use.Send to your preferred PDF reader such as: Microsoft Onenote, Evernote, Adobe Acrobat, Amazon Kindle, or Noteability.

Much of the work we do at Family Office Exchange focuses on identifying the trends and issues having an immediate or imminent impact on families of wealth. In this session, we’ll explore what’s on the minds of members, including issues related to tax reform and how families are responding to the recent changes, the evolving role of a fiduciary, longevity and our responsibilities as advisors, the importance of trust in financial services, and how advisors are successfully responding to a shifting talent and culture paradigm.

Many families have adopted strategic approaches to the way they run their businesses and their life in an integrated fashion. Some have applied business expertise to their philanthropic causes, and others have pursued impact across all of their investments to promote social and environmental returns. Representatives from three families will share their knowledge and experiences.Panelists:Bruce Boyd, Principal, Arabella Advisors

A panel of FOX Enterprise Leaders will share best practices that global families use to strengthen their family enterprises. When the family values the continuation of the family and their enterprise beyond the original operating business, a set of guiding principles and practices lead the way for generations to come. Topics in this session will include how assets are owned in a family enterprise, how businesses grow, how decisions are made, what family learning and leadership looks like, how boards are selected and evaluated, and what place entrepreneurship holds for the family.