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


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


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



Tuesday, March 29, 2022


3:00 p.m.


Welcome and Participant Introductions

David Toth, Managing Director and Scott Winget, Enterprise Market Leader, FOX

Introductions of New Members and Guests






4:00 p.m.


Family Learning Trends and Tools

Mindy Kalinowski Earley, Chief Learning Officer and
Allison Lawshe, Learning Center Program Manager, FOX

Family education is an essential component that supports family cohesion and the transfer of wealth and legacy through generations. Chief Learning Officer, Mindy Kalinowski Earley, and Learning Center Coordinator, Allison Lawshe, will provide an overview of FOX’s Family Learning Handbook, how to use it to develop and deliver family learning initiatives, and share leading learning practices. Together we’ll discuss the trends we’re seeing in families related to rising gen education and overall family learning. This workshop format will present new ideas for family engagement from a learning lens.






5:00 p.m.








6:00 p.m.


Council Cocktails & Dinner 






Wednesday, March 30, 2022


8:15 a.m.






9:00 a.m.


Setting Strategic Priorities in a Disruptive Environment

David Toth and Scott Winget, FOX

David and Scott will share recent research and interview results on key trends impacting the UHNW business. They will lead a discussion on steps members are taking to manage unprecedented growth and the challenges it presents.




10:15 a.m.






10:30 a.m.


The Value of Values Conversations in Planning

Gary Shunk, Family Wealth and Culture Services, Wells Fargo Private Bank

Many of the families we serve are unaware of the invisible values that inform the choices and decisions they make. This session will address the opportunity of inviting values based “missing conversations.” These conversations are waiting to happen in our client families and we can help facilitate them. Through stories, anecdotes and interactive dialogue, we’ll learn together how to help our clients name these invisibles and align them with their current and future planning. The end game of this experience is learning how we may provide more targeted service and deepen family / advisor trust.




11:30 a.m.


Keeping up with the “Rewired” Customer – Perspectives on Serving Ultra High Net Worth Families Efficiently

Peter Hughes, Partner and National Leader, Customer and Digital Experiences Practice, KPMG in Canada

In this session, Peter Hughes, who is a KPMG Partner and National Leader of the Customer and Digital Experiences Practice will take us on a journey starting with some broader macro perspectives on what is causing changes in expectations of all end users. He will use this as a platform to share a framework for how we can rethink how we serve our clients, with a focus on onboarding – but not exclusively.




12:30 p.m.






1:30 p.m.


Why Culture Matters Most and Other Emerging Trends in the Talent Landscape

Jeff Strese, Family Learning and Leadership Consultant, FOX

Jeff will share some emerging trends and facilitate an interactive discussion on addressing burnout, retention, and talent development in the current labor market.




2:30 p.m.






2:45 p.m.


Executive Dialogue

Facilitated by David Toth and Scott Winget, FOX




3:45 p.m.


Additional Dialogue, Wrap-Up & Preparations for Future Meetings

Facilitated by David Toth and Scott Winget, FOX




4:00 p.m.


Meeting Adjourned