Integrated Wealth Advisor Council - September 27-28, 2022- Chicago Meeting


Tuesday, September 27, 2022 - 3:00pm to Wednesday, September 28, 2022 - 4:00pm

To register for this council meeting, please contact Ken O'Young at

Agenda >

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.

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

  • Agenda



Tuesday, September 27, 2022


3:00 p.m.


Welcome and Participant Introductions

David Toth, Interim Co-President and Scott Winget, Enterprise Market Leader, FOX

Introductions of New Membersand Guests






4:00 p.m.


Navigating Direct Investing

Jonathan Tunner, Director of Private Investments, FOX

Jonathan will share current direct investing trends, family office investing themes, functional areas of the direct investing ecosystem, and an analysis of risk and opportunity when supporting direct investing. We will conclude our session with a council member discussion on different ways to evolve your role in supporting and guiding your client’s journey into direct investing.






5:00 p.m.








6:00 p.m.


Council Cocktails and Dinner



Wednesday, September 28, 2022


8:15 a.m.






9:00 a.m.


The Gift of Lift

David York, Partner, York, Howell & Guymon

David is an ACTEC estate planning attorney and CPA in Salt Lake City. In his latest book, The Gift of Lift, David addresses harnessing the power of stewardship.In this session, he will be leading a discussion on finding and leveraging purpose to provide a pathway towards intention, meaning, and engagement.




10:00 a.m.






10:15 a.m.


Executive Dialogue

Facilitated by David Toth and Scott Winget, FOX




11:15 a.m.






11:30 a.m.


Strategic Philanthropy – Part 1

The Giving Talk: Your Critical Role in Helping Clients Find
Joy and Impact

Mae Hong, Vice President, Rockefeller Philanthropy Advisors

Helping clients integrate philanthropy into their overall wealth management strategies can and should be part of every advisor’s role. But this can sometimes be uncomfortable for advisors, or they may not know how or where to begin. This session will address some of the common challenges and benefits that can result from having “The Giving Talk” with clients, and provide some practical tips and tools to get the conversation started.




12:30 p.m.






1:30 p.m.


FOX MFO/Wealth Advisor Study – Planning for 2023

Hilary Leav, Director, Insights & Research, David Toth and Scott Winget, FOX

As members of FOX and participants in the study, what would you like to see from it in 2023?What new questions would you like answered?What old questions would you like to go deeper?What questions are no longer relevant?




2:00 p.m.


Strategic Philanthropy – Part 2 (Virtual Presentation)

Leading Clients Through the Entire Donor Journey

Erinn Andrews, Founder & CEO, The Give Team


Erinn will lead the group in a discussion to explore the “donor journey” and then through a values-based exercise that helps donors develop a charitable focus statement. Finally, Erinn will explore how advisors can support donors through the last mile of giving, including helping them budget and identify specific charities to execute their philanthropic plan.




3:00 p.m.






3:15 p.m.


Additional Dialogue, Wrap-Up & Preparations for Future Meetings

Facilitated by David Toth and Scott Winget, FOX




4:00 p.m.


Meeting Adjourned