The FOX Integrated Wealth Advisor Council (IWAC) is comprised Chief executives of wealth advisory firms and boutique multi-family offices dedicated to building their business among the highest net-worth clients.
The purpose of this Council is to provide a venue to help these 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.
Not a FOX Member? Inquire here to request an invitation to this event:
- Tuesday, March 29
- 3 pm - 5 pm: Meeting
- 6 pm: Council Dinner
- Wednesday, March 30
- 8:15 am - 4 pm: Meeting