Wealth Advisor Briefing - Atlanta - November 14th

Overview

Thursday, November 14, 2013 - 2:30pm to 4:00pm
Ten Trends Impacting Wealth Advisors in the Next Decade
 
Within the past several years, the wealth advisory services industry has weathered increased scrutiny, complexity and financial challenges. Yet throughout these tumultuous, post-meltdown years, there has been heightened focus on the emerging needs of the family enterprise and more clarity around how to best serve today’s families of wealth. But as service needs evolve, what are the inherent trends that will impact the private wealth industry in the next decade? 
 
Please plan to attend a Family Office Exchange Wealth Advisor Briefing for insight into the important trends that will impact and drive the private wealth industry in the next decade. Utilizing FOX research data as a starting point to define the industry and identify the greatest concerns of clients, three key areas will be explored in peer dialogue format: The Impact of Wealth; Transitions in Wealth and Serving the Wealth today, and on into the future.

Location

Atlanta, GA
Maggiano's Buckhead
3368 Peachtree Rd NE
Atlanta  Georgia  30326
United States
  • Agenda
  • Speakers

 

8:30 a.m. - 9:00 a.m.

Breakfast Networking Reception

9:00 a.m. - 10:00 a.m.

Peer Discussion of FOX Wealth Trends


 

Heather Asher, Senior Relationship Manager - Family Office Market, Family Office Exchange

Heather Asher is a senior relationship manager for Family Office Exchange (FOX). Part of FOX’s family office team, she provides a variety of member services and supports the specific needs for family business-owning members. She also works on FOX’s Next Generation Network by engaging younger family members with education and networking.
 
Before joining FOX in 2008, Heather served as strategic marketing and events manager at Aon Corporation for seven years. While at Aon, Heather planned and executed more than 100 large-scale events and created the marketing and project execution for Aon’s South America Division. Earlier, she worked on Capitol Hill for a U.S. senator and in the foreign policy department at a lobbyist organization. She also has previous experience working in a Chicago-based family office.
 

Charles B. Grace, III, Senior Consultant, Family Office Exchange

 
Charles B. Grace, III is senior consultant at FOX. Charlie works on strategic planning projects for families and family offices as well as wealth management advisor clients. He has more than 20 years experience in the family office community advising high-net-worth families and has been quoted in various publications on the subject of private wealth management, including The Wall Street JournalFinancial Times, and Worth Magazine. In addition to his responsibilities at FOX, Charlie has been active on the Board of the single family office Ashbridge, LLC since 1992 and in 2010 was named President. He is a Trustee and member of the Investment Committee of the non-profit Tuttle Fund, Inc. in New York City.