Integrated Wealth Advisor Council - May 1, 2020


Friday, May 1, 2020 - 10:00am to 1:00pm


This Virtual Meeting will be held through the use of appropriate technology.  Any meeting links will be sent via an Outlook Meeting Invite.


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 in downtown Chicago.

For information about joining this Council, contact us by email or call 312-327-1247.

  • Agenda

Integrated Wealth Advisor Council Virtual Meeting Agenda
May 1, 2020

Friday, May 1, 2020




10:00 AM


Welcome and Participant Introductions




10:15 AM


Executive Dialogue – Impacts of COVID-19



Karen Rush, Managing Director, and David Toth, Managing Director
Family Office Exchange




11:00 AM


Family Dynamics Session
David Lansky, FBCG




11:45 AM


Navigating Family Wealth Transitions
Charlie Grace, Managing Director, Family Office Exchange

Families with multigenerational wealth must plan for transitions. These transitions may be from business owner to a family holding liquid, financial assets. Or a transition from one generation to the next for a financial family. In all cases, families that have identified their values and goals are in a stronger position to achieve lasting success when moving through a transition. Advisors play a crucial role in helping families navigate transitions.




12:30 PM


Checking-in on the State of the Business
David Toth, Managing Director, Family Office Exchange

Based on FOX’s 2019-20 MFO survey, we will highlight the new as well as the continuing trends and strategies that are impacting this rapidly evolving business.




1:00 PM


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




1:15 PM