Multi-Family Office Council - May 13, 2020


Wednesday, May 13, 2020 - 10:00am to 12:00pm


This Virtual Meeting will be held through the use of appropriate technology.  Any meeting links will be sent via an Outlook Meeting Invite.

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

The three topics under discussion for this year’s meeting include:

  1. Education/Learning as a strategic asset” – We understand the growing importance of family education in particular as it pertains to the Rising Gen. At your firm, have you developed a strategic perspective for learning? Is family education and rising gen become a priority and an area of investment for 2020?
  1. “Beyond client experience” – What do you see as your next step in advancing your client experience? For example, integrating more technology, evolving the client/advisor relationship through different hiring/training or reconsidering how client meetings and communications are conducted.
  1. “Insights on managing client transitions” – We have heard a lot from our members about managing client transitions. What steps are you taking or plan to take to help clients transition whether it relates to the sale of their business, transitioning to the “next thing”, inter-generational changes or changes within the family office?

  • Agenda

MFO Council Virtual Meeting Agenda
May 13, 2020

Wednesday, May 13, 2020




10:00 AM


Welcome and Introductions



Glen Johnson, COO, and Karen Rush, Managing Director
Family Office Exchange




10:15 AM


Open Dialogue – Impacts of COVID-19



Glen Johnson, Karen Rush, and David Toth
Family Office Exchange




10:45 AM


Checking-in on the State of the Business
David Toth, Managing Director, Family Office Exchange

  • FOX will present their latest insights and learnings on the business of serving ultra-wealthy families.
  • Based on FOX’s 2019-20 MFO survey, we will highlight the new as well as the continuing trends and strategies that are impacting this rapidly evolving business.
  • Harnessing these insights, we will lay the groundwork for today’s discussions.




11:15 AM


Managing Education as a Strategic Asset
Richard Joyner, President, Tolleson Wealth Management
David Toth, Managing Director, Family Office Exchange

  • The growing need for family education has led many firms to expand their ability to help clients, but that has posed certain challenges.
  • FOX will facilitate a discussion on why family learning has become a priority and MFO Council members will share their experiences.
  • Richard will present how Tolleson has developed their approach to education where they have had traction and where they are encountering challenges.
  • Council members will participate in an exchange about ways to develop, price and deliver education services and where they have seen progress and pitfalls.



12:00 PM


Wrap-up and Adjournment