Integrated Wealth Advisor Council - September 10-11, 2019


Tuesday, September 10, 2019 - 3:00pm to Wednesday, September 11, 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
Tuesday, September 10, 2019

3:00 PM

Welcome and Participant Introductions



3:30 PM





Preparing to Advise the Next Wave of Wealth
Alexandra Cole, Co-Founder, and Nellie Morris, Co-Founder
Purpose Generation

Alex and Nellie will provide insight into the “millennial mindset” along with tangible, actionable tips and tricks on how to adapt your communication style, team formation, and service offering to better reach, engage, and retain millennials.



5:00 PM




6:00 PM


Cocktails & Dinner
312 Chicago

136 N. LaSalle St.
Chicago, IL



Wednesday, September 11, 2019

8:30 AM




9:00 AM

The Future of Wealth Management
Bill Sullivan, President, Family Office Exchange

Bill Sullivan will share insights from his 10 years as the Global Head of Financial Services Thought Leadership at Capgemini. He will identify the disruptive trends that are shaping the next decade and help us understand who the providers of financial services will be in the future. He will show us how consumers are responding to these new players and how fast the changes are coming. We will all discuss how this impacts the role of the family office and its importance in the industry.



10:00 AM

Family Office as Service
Rob Mallernee, Chief Executive Officer, Chief Compliance Officer and Max Bonjean, Principal, Managing Partner, Eton Advisors

Process mapping can go a long way towards running an efficient family office. Rob Mallernee and Max Bonjean share how the work they have done on process mapping can help firms determine which core competencies should be in-sourced vs. outsourced on a pro-active basis to ultimately improve quality of the client deliverables, operations, efficiency, and expenses.



11:00 AM




11:30 AM

The Philanthropy Conversation: How, When & Why
Mae Hong, Vice President, Rockefeller Philanthropy Advisors

Giving can create, strengthen and define relationships. But because philanthropy is often a deeply personal act, many donors may feel reluctant to talk about their motivations and convictions. Rockefeller Philanthropy will share tips on how to engage your clients on this important topic.



12:30 PM




1:30 PM

Trends in Family Wealth
David Toth, Managing Director, Family Office Exchange

Based on FOX’s latest studies on families of wealth, FOX will provide their perspective on the dynamic changes occurring with families of wealth, their family offices and the opportunities and challenges that may present to IWAC members. FOX will facilitate a discussion among members on how firms view these changes.



2:15 PM

Executive Dialogue

Facilitated by David Toth and Karen Rush, Family Office Exchange



3:15 PM

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



3:30 PM