FOX Public Webcast: 2024 State of the Ultra-Wealth Business: The Rise of the Family Wealth Advisor – September 18, 2024
Overview
Wednesday, Sep 18, 2024 - 10:00am
Wednesday, Sep 18, 2024 - 11:00am
Please join us on Wednesday, September 18, from 10:00 am to 11:00 am CT, for a live interactive webcast with FOX members and subject matter experts.
We are in the midst of the greatest transfer of wealth in history paralleled by the greatest creation of wealth. This two-pronged engine of growth is having a massive impact on the Ultra-Wealth business and is transforming the very nature of how providers are serving their clients. During this webcast we will check in on the health of the Ultra-Wealth business and family wealth trends based on our 2024 research. We will offer our perspectives on these topics and how the Family Wealth Advisor role is evolving in concert with the growing needs of serving families.
Please click on the Register button below to sign up for this webcast. A replay of this webcast will be available to members approximately three weeks after airing.
REFUND POLICY: For this event, there is no fee. To cancel, you may contact the Events Team at events@familyoffice.com. For more information regarding administrative policies please contact FOX office
Since coming to Baird through the 2019 acquisition of Hilliard Lyons, Jaleigh has been the architect to build the new Baird Family Wealth platform. The Baird Family Wealth team works with advisors and their most complex UHNW clients ensuring that all business owners, executives, and multi-generational client families have access to the resources they need to meet their individual goals and navigate major transitions in their lives.
At Hilliard Lyons, Jaleigh was Executive Vice President. She joined the firm in in 2011 and had direct responsibility for Hilliard Lyons Trust Company (now Baird Trust), Wealth and Family Office, Wealth Planning and all investment products and services.
In her prior role at Fifth Third Bank headquarters in Cincinnati, Jaleigh was Managing Director of the Private Bank. In 2009, her team built and launched their family office with Jaleigh as its inaugural CEO.
Prior to joining the banking industry in the 1990’s, Jaleigh spent over a decade in public accounting. She began her career at Arthur Andersen and later joined Kemper CPA Group where she served as Managing Partner for the Tax Department that served the firm’s 26 offices in Indiana, Illinois, California, and Florida.
David Toth is the President of Membership at Family Office Exchange (FOX) and is market leader for FOX’s Wealth Advisor members. In his role, he serves as Co-Chair for Multi-Family Office and Integrated Wealth Advisor Councils. He also Co-Chairs the Strategic Chief Investment Officer Council, a peer group for family office CIOs.
David serves as relationship manager for select wealth advisors and families providing strategic guidance, access to essential research and offers key insights on issues of importance to them. He has authored, presented, and consulted on topics ranging from client experience and pricing strategies to talent management.
He is as a member of the FOX leadership team, helping to develop and execute strategies designed to better meet member’s evolving needs. David also participates in the development of new research and thought leadership for FOX members.
David brings over thirty years of wealth and investment management, marketing, and strategic consulting experience to FOX and its members. He held key leadership positions in the Asset Management Division at PNC Financial formulating and implementing growth strategies that helped to more than double the size of their wealth and ultra-high net worth businesses.
David earned a B.B.A. majoring in Marketing and an M.B.A. majoring in Finance & Economics from University of Michigan and the University of Detroit/Mercy, respectively. In addition, David has completed Leadership and Executive Development programs at the University of Pennsylvania’s Wharton School.