Integrated Wealth Advisor Council - March 21-22, 2018


Wednesday, March 21, 2018 - 3:00pm to Thursday, March 22, 2018 - 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, March 21, 2018

3:00 PM Welcome and Participant Introductions
3:30 PM Engaging Clients in Education

Rebecca A. Meyer, Principal, Wealth Syzygy

6:00 PM Cocktails & Dinner
312 Chicago
136 N. LaSalle St.
Chicago, IL


Thursday, March 22, 2018

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 serving to increase the needs of families of wealth and how that is impacting the family office. We will share our insights on what these trends mean to wealth advisors and discuss in our peer exchange.



10:30 AM




11:00 AM

Trends in Direct Investing
Irene Mello, Director, Direct Investing Network, Family Office Exchange

Direct investing continues to attract strong interest from family offices and private investors. Irene Mello, Director of FOX’s Direct Investing Network, will present key trends shaping the direct investing landscape and highlight various shifts that are occurring. Based on numerous conversations with members, Irene will also share key insights on where FOX members see opportunity and what issues are “top of mind” for active direct investors.



12:00 PM



1:00 PM

Strengthening Relationships with Clients
April Rudin, Founder and President, The Rudin Group

This session will focus on the skills needed to deepen relationships with existing clients. Techniques for how firms can support relationship managers in learning to listen more and get more comfortable asking questions that will help uncover additional client needs and interests will also be shared.



2:00 PM

Executive Dialogue
Karen Rush, Managing Director, Membership, Family Office Exchange



3:30 PM

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



4:00 PM