Family Office Exchange is drawing together a group of leading Wealth Advisors from across the Asia Pacific region, to discuss industry trends and common challenges such as the development and enhancement of service delivery, profitability, and differentiating your offering from your competitors.
Alongside best practice frameworks for Wealth Advisors, established from over 25 years advising the Family Wealth market, FOX will also be presenting highlights of the FOX Wealth Advisor Benchmarking, which provides keen insights into standards of service delivery, staffing, pricing, and profitability.
Due to high demand we will be hosting this meeting both in Sydney (Monday 24 February ) and Melbourne (Wednesday 26th February).
Note: Register online or email Alexander Hayward.
Not a FOX Member? Inquire here to request an invitation to this event:
01:00pm : Arrival and Coffee
01:15pm : Presentation: FOX Wealth Advisor Best Practices & Benchmarking.
02:30pm : Supporting Industry Leaders - Needs & Goals for 2014
03:00pm : Further Discussion
03:30pm : Networking Coffee
04:00pm : Meeting Adjourns
Speaker: Alexandre Monnier, President, Family Office Exchange
Alexandre Monnier is President of Family Office Exchange (FOX), a global organization that helps wealthy families and their advisors master the unique challenges inherent to wealth ownership. He oversees FOX globally and has extensive experience in creating, marketing, and delivering premium services to families of wealth in the wealth management, private aviation and healthcare industries – in the US and internationally.