Integrated Wealth Advisor Council - April 17-18, 2019


Wednesday, April 17, 2019 - 3:00pm to Thursday, April 18, 2019 - 4:00pm


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.



  • Agenda

Wednesday, April 17, 2019



3:00 PM

Welcome and Participant Introductions



3:30 PM





Family Learning Workshop

Mindy Earley, Chief Learning Officer, FOX Family Learning Center

Mindy Earley, an experienced family learning officer, will present the key components of a successful family education program, offering a range of experiences available for family members. She will share lessons learned from her work creating learning programs for rising gen family members and leave you with practical tips to incorporate learning into your daily practices.



5:00 PM




6:00 PM


Cocktails & Dinner
312 Chicago

136 N. LaSalle St.
Chicago, IL



Thursday, April 18, 2019



8:30 AM




9:00 AM

State of the Business

David Toth, Managing Director, Family Office Exchange

FOX will present the latest trends that are impacting those who are in the business of serving families of wealth. We will share highlights from our recently completed wealth advisor survey and our insights on what these trends mean to wealth advisors and discuss in our peer exchange.



10:00 AM

Marketing for The UHNW Industry: Practical Guide to Build Brand Awareness and Increase Communication

Rosemary B. Denney, Wealth Matters Consulting



11:00 AM




11:30 AM

2018 Accomplishments and #1 Challenge for 2019

Facilitated by Karen Rush, Family Office Exchange



12:30 PM




1:30 PM

Hiring for the Service Gene

Hiring the right person for the job in a family office is as much about “fit” as it is technical qualifications and skills. In this session, Linda will outline what you need to know before your next interview – from paying attention to non-verbal cues and asking open-ended questions that help you to assess for the service gene.



2:30 PM

Helping your Clients Uncover the Hidden Risk



3:30 PM

Preparations for Next Meeting and Profiles of Members Who Would Enrich the Council



4:00 PM