The purpose of this Council is to provide a venue to help wealth advisor firms think about strategic objectives for their companies by means of peer insights, investigation of the drivers of success for integrated wealth management, and articulation of the needs of the ultra-high-net-worth target market.
The next meeting will be held at the FOX office in downtown Chicago.
For information about joining this Council, contact us by email or call 312-327-1247.
Not a FOX Member? Inquire here to request an invitation to this event: