Wealth Management

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The Elements of Value
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Eric will help attendees understand the full range of factors that consumers experience as valuable to them, including both rational and emotional. He will explain how firms can improve their value propositions accordingly and how managers can determine the best way to add value to their offerings.Eric Almquist, Advisory Partner, Bain & Company Moderated by David Toth, Managing Director, FOX

How to Prioritize Diversity in Your Organization
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Hear what fellow FOX members are doing to make diversity a priority in their firm. No matter what size budget, attendees will walk away with concrete examples of how to implement and execute impactful diversity initiatives.Kelly Lora Ewart, Vice President of Strategic Relationships, PURE InsuranceLucy K. Park, Partner, Perkins CoieHaley M. Rives, CFA, Director, Asset Consulting GroupModerated by Carin Ojala, Director of Recruiting + Professional Development, Warner Norcross + Judd LLP

Making a Positive Impact In Families
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Panelists will discuss philanthropic shifts happening with families and the advisor role in facilitating the planning. One advisor will tell their story of how they listen to the needs of families and support their client’s process toward achieving their philanthropic vision. Attendees will gain insight about evolving family philanthropy strategies, and the session will demonstrate the impact of effective advisory services.

The Great Unwinding: How to Thrive as the World Re-Opens
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Rob Wolcott, Co-Founder and Chairman of The World Innovation Network (TWIN), will explain the ‘great unwinding’ of 2021 and how organizations can harness the powerful yet chaotic energy that will be unleashed on the world as society opens back up. Now more than ever, organizations need to identify what objectives they’ll prioritize during this unprecedented period, which changes born of the pandemic they will retain, what re-opening will mean for their stakeholders, and understand who needs help and how they can contribute in relevant ways that align with their values.

Vendor Selection: Best Practices for Risk Management
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Third-party vendors can range from custodial companies, to IT services, to professional service firms. Whatever their contracted function, they have access to your physical premises and/or your network data. So how can you make sure that when you’re signing a contract with an outside vendor, you’re not exposing yourself and your clients to excessive risk? There are four best practices you should follow before signing the dotted line.

Best-In-Class Insurance Advisors: A Checklist
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When selecting an insurance advisor, make sure the person is part of the best-in-class group. Use this checklist to help pick the right one for you and your family.

How to Elevate Female Role Models in Your Family Story
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Despite the leadership and great influence of the women who have shaped their family legacies, including the silent legacy of Louise Carnegie, their contributions have been missing or minimized in the family stories and historical records. With more women taking control of more wealth and the decisions around that wealth, their voices and positions provide a unique foundation for each woman to stand upon as she builds her own legacy. Here are a few tips for preparing and conducting interviews to raise the profile of women in your family.

Checklist for Changing State Domicile
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Taking affirmative steps to move one’s property and connections out of their old home is critical to avoiding undesired consequences, such as dual domicile treatment or taxation by another state. This checklist identifies primary and secondary factors that should be considered when establishing domicile in a new state for income tax purposes.

Cyber Attacks on Private Wealth Clients and Family Offices and Steps for Mitigating Your Risks
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Cybercriminals have migrated their attacks from larger businesses and hardened targets to private wealth clients and family offices, where the defenses are low or non-existent. In this webcast, hear from Dr. Chris Pierson, CEO of BLACKCLOAK, a Concierge Cybersecurity & Privacy Protection Platform that represents private wealth and family offices in their digital lives. Chris discusses the top five threats that are facing private wealth/family office clients, the controls or defenses that can mitigate these, and how to protect your privacy.