Multi-Family Office Council - March 19-20, 2019

Overview

Tuesday, March 19, 2019 - 6:00pm to Wednesday, March 20, 2019 - 4:00pm

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Family Office Exchange is drawing together a group of leading Multi-Family Offices to discuss industry trends and common challenges.

Under discussion at this year's session will be “Talent, Teams, Client Experience: Strategies to Construct an Enduring Model and Satisfy Clients”

  • Agenda

MFO Council Meeting Agenda
New York, March 19-20, 2019

 

Tuesday, March 19, 2019

 

       

6:00 PM

 

 

Del Frisco’s Steak House NYC
1221 Sixth Avenue
New York, NY 10020
(Cellar Bar from 6-7pm for reception, Half Cellar for dinner from 7-9pm)

 

 

Wednesday, March 20, 2019

 

 

 

8:30 AM

 

Welcome and Introductions

 

 

 

9:00 AM

 

 

 

 

 

 

Evolution of Family Wealth and the Impact on the Ultra-Wealth Business

  • FOX will present their insights and learnings about the four types of wealth owners, their characteristics and differences.
  • Using these client types and characteristics as a backdrop, FOX will facilitate a discussion on how that might shape key decisions for wealth advisors.
  • FOX will present insights from its recent research and frame the ensuing discussions on service, talent and technology.

 

 

 

10:00 AM

 

 

Re-Configuring Services Around Client Transitions

  • Member to discuss how they are addressing the opportunities and challenges in knitting together what have become “strategic” services that families of wealth need.
     
  • Council members will participate in an exchange of their experiences on ways to develop and best align services for their families of wealth.

 

 

 

11:00 AM

 

Break

 

 

 

11:15 AM

 

 

 

 

Growing and Grooming the Next Generation of Talent

  • Member will share their journey on how they rebuilt their talent model and how that is impacting their business.
     
  • Council members will participate in a facilitated discussion exchanging their views on the state of their talent strategies.

 

 

 

12:15 PM

 

Lunch

 

 

 

1:30 PM

 

Technology as the Enabler of Service and Talent Strategies

  • Member will share how harnessing data and analytics has helped to inform and fortify their service and talent strategies.
     
  • Council members will exchange their evolving views on technology and the role it plays in the employee and client experiences.

 

 

 

2:45 PM

 

 

Break-out Sessions

  • Boutique
  • Institution Owned

 

 

 

4:00 PM

 

Formal Meeting Adjourned

 

FOX MFO Council Contacts:

Karen Rush (o) 312-327-1222 / (m) 847-612-1090
David Toth (o) 312-327-1275 / (m) 412-901-6880

E-mail: krush@familyoffice.com; dtoth@familyoffice.com

 

*** Business casual attire for meeting ***