Wealth Advisor Briefing - San Francisco - February 16, 2017

Overview

Thursday, February 16, 2017 - 8:30am to 10:00am
We are very excited to have our first advisor event in FOX's new office in San Francisco! The FOX Wealth Advisor Briefing will be held on February 16 at our West Coast office in the San Francisco financial district.
 
In this session, we will share recent findings from FOX research and lead a conversation around trends that have immediate and future impact on families of wealth. In addition to FOX research, we will also discuss four significant disruptions in the investment industry and how these may impact families' asset allocation decisions.
 
We hope you will be able to join us to connect with your fellow FOX advisor members and to learn more about the many FOX initiatives for 2017!

Location

The New FOX West Coast Office
100 Pine Street
27th Floor
San Francisco  California  94111
United States
  • Agenda
  • FOX Facilitators

8:30 a.m.

Breakfast and Networking 

9:00 a.m.

10:00 a.m.

Open discussion around Trends identified by FOX

Adjourn

 

Kristi Kuechler, President, FOX Private Investor Center

Kristi Kuechler is the President of the FOX Private Investor CenterTM and the moderator of the FOX Private Investor CouncilTM and FOX Direct Investing Network. Kristi has opened the West Coast office for FOX and is based in San Francisco.
 
Kristi joins FOX after five years as Partner and Managing Director of Lattice Strategies, an investment firm based in San Francisco. Prior to her work at Lattice, Kristi served as President of the Institute for Private Investors (IPI), where she was responsible for content and curriculum development and oversaw all matters related to membership. Kristi also created the Private Wealth Management program offered at Stanford University and ran it for three years.
 
Kristi has a bachelor’s degree from University of California-Davis, and a masters in educational policy from Stanford University.
 

Heather Asher Abramson, Senior Relationship Manager

Heather Asher Abramson is a senior relationship manager for Family Office Exchange (FOX). Part of the FOX family office team, she provides a variety of member services and supports the specific needs for family business-owning members. Heather is also a member of the FOX member development team and accesses the needs of prospective FOX members by helping them achieve their goals.
 
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 lobbying organization. She also has previous experience working in a Chicago-based family office.
 
Heather has a bachelor’s degree in journalism, public relations/advertising and political science from the University of Wisconsin-Madison. She graduated with honors from DePaul University with a master’s degree in organizational and multi-cultural communications.