Integrated Wealth Advisor Council - September 20-21, 2016


Tuesday, September 20, 2016 - 6:00pm to Wednesday, September 21, 2016 - 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
  • Speakers


September 20, 2016

6:00 pm

Reception and Dinner - Location To Be Announced

September 21, 2016

8:30 am 

Welcome and Continental Breakfast

9:00 am 

Insights from FOX’s Latest Research

10:00 am


10:15 am 

Client Acquisition Strategy

12:00 pm 


1:15 pm
IWAC Member Case Study
Peer Discussion – Facilitation by Family Office Exchange
  • Members present key goals and challenges during an interactive dialogue and exchange of thinking on strategies and tactics. 

2:45 pm

Executive Dialogue – Open Peer Discussion
3:45 pm

Planning for the next meeting: March 2017

 4:00 pm

Formal Meeting Adjourned



* Agenda subject to change.

*** Business casual attire for meeting ***

Karen Rush, Director of Membership

Karen Rush is Director of Membership for Family Office Exchange (FOX). She is part of the advisor team that works to increase membership and provide member services. Formerly events manager, she was responsible for planning all external FOX events, including forums, workshops and regional events.
Prior to joining FOX in 2005, Ms. Rush spent 10 years at a large, multi-generational family office as the communications coordinator. She worked directly with the family office and family members to develop a family meeting process and younger generation education program.

David F. Toth, Director of Advisor Research

David Toth is the Director of Advisor Research at FOX.  In this capacity, he harnesses research to develop actionable insights and perform strategic analyses for family offices and wealth management advisor members.  Assignments include constructing a roadmap for a series of initiatives that assist family offices and Wealth advisors in building talent management strategies, optimizing team structure, elevating the client experience and achieving profitable growth.
David brings over thirty years of wealth & investment management, marketing and strategic consulting experience to FOX and its members. Over the past fourteen years he has held key leadership positions at PNC Financial’s Asset Management division formulating and implementing growth strategies that helped to more than double the size of their wealth and ultra-HNW businesses. David has played a lead role in the wealth industry through his work on client satisfaction/loyalty, improvements to both the client and advisor experience, pricing strategies, development of new investment products and approaches, and the launch of Wealth Insight® an award-winning blend of technology and advisor/client interaction. 
David earned a B.B.A. majoring in Marketing and an M.B.A. majoring in Finance & Economics from University of Michigan and the University of Detroit/Mercy, respectively. In addition, David has completed Leadership and Executive Development programs at the University of Pennsylvania’s Wharton School.