Integrated Wealth Advisors Council - March 29-30, 2022 - Chicago Meeting

Overview

Tuesday, March 29, 2022 - 3:00pm to Wednesday, March 30, 2022 - 4:00pm

Anticipated Timing >

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.

  • Agenda

Anticipated Timing:  

  • Tuesday, March 29
    • 3 pm - 5 pm:  Meeting
    • 6 pm:  Council Dinner
  • Wednesday, March 30
    • 8:15 am - 4 pm:  Meeting