Multi-Family Office Council - March 7-8, 2018


Wednesday, March 7, 2018 - 6:00pm to Thursday, March 8, 2018 - 4:00pm


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 7-8, 2018


Wednesday, March 7, 2018

6:00 PM


Cocktails (6:00 PM) and Dinner (7:00PM)
Triomphe Restaurant
49 W 44th Street
New York, NY 10036



Thursday, March 8, 2018


8:30 AM


Welcome and Introductions




9:00 AM







State of the Ultra-Wealth Business

  • FOX will present the highlights of its annual study on the state of the Ultra-Wealth business based our 2017-18 MFO/Wealth Advisor survey.
  • Facilitate a discussion among council members gaining their perspectives on key challenges and priorities for their business during 2018.
  • FOX will share background and point of view on the Private Business, Family and Firm transitions that are reshaping the ultra-wealth business.




10:00 AM



Private Businesses in Transition
Michael Cole, President, Ascent Private Capital Management

  • Member to discuss how they are addressing the opportunities and challenges with the rapidly growing family-controlled private businesses.
  • Council members to participate in an exchange of experiences with family-run private businesses.




11:00 AM






11:15 AM



Family Transitions
Susan R. Colpitts, Co-Founder and Chief of Client Experience, Signature Family Wealth Advisors

  • Member will share their experience and evolving approach to the increasingly dynamic state of family and generational transitions.
  • Council members will participate in a facilitated discussion among council members exchanging their perspectives.




12:00 PM






1:30 PM


Firm Transition and Succession
Krista Kerr, President and CEO, Kerr Financial

  • Member will share their journey through the transference of firm ownership, transition of clients and management and positioning for growth beyond succession at their firm.
  • Council members will exchange their views and experiences.




2:30 PM


Break-out Sessions




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



*** Business casual attire for meeting ***