Overview
On May 3-5, the focus of the wealth management world will be on Coral Gables, FL. The leading advisors will converge for the 2016 FOX Wealth Advisor Forum™, where Family Office Exchange will reveal their latest insights into the needs of the world's most financially successful families and their preferred ways of working with their advisors. This is the must-attend event for advisors who are serious about serving this market.
The Forum occurs at a time of unprecedented change in this market. FOX will be providing guidance on responding to the revolution in expectations for the client experience, competition from numerous disruptors in advice, reporting, and investment styles, and threats to data security.
The program, aptly entitled Purposeful Innovation, will provide direction for preparing your organization to be well positioned for an effective, profitable future in the private wealth market. Join us for golf, knowledge, and networking.
Agenda | Speakers | Exhibitors | Accommodations | Golf Outing | Download Brochure | Materials
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REFUND POLICY: For event registrations, refunds of payment or forum allotments will be offered if the cancellation is made in writing to Family Office Exchange at events@familyoffice.com five (5) or more business days prior to the start of the event.