FOX Public Webcast: State of the Ultra-Wealth Business: Confidence and Opportunities Abound - September 10, 2025

Overview

Wednesday, Sep 10, 2025 - 10:00am
Wednesday, Sep 10, 2025 - 11:00am


Please join us on Wednesday, September 10, 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 opportunity in likely the most dynamic environment. Our research indicates that providers are thriving, yet challenged by the growth as well as the complexity they are encountering with their clients. During this year’s “State of the Business” webcast we will explore the current health of the business and offer our perspectives on what we have learned. We will be joined by two of our members who will share how they are managing their growth strategies.

Please click on the Register button below to sign up for this webcast. A replay of this webcast will be available to members approximately two weeks after airing. 

You may contact the Events Team with any questions at events@familyoffice.com
 

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.

Region
Location
Virtual
    Speakers

    Joseph Brooks
    Joseph Brooks
    Managing Director, Head of Family & Individual Services, Arabella Advisors

    Bio coming soon.

    Mishu Rahman Din, Director of Research, Insights and Knowledge at FOX
    Mishu Din
    Director of Research, Insights, and Knowledge, FOX

    Mishu Rahman Din is the Director of Research, Insights and Knowledge at FOX. She is responsible for leading the development of FOX’s Research products such as benchmarking and time-trended reports, thereby keeping FOX at the forefront of private wealth thought leadership. Mishu has over 20 years of research and strategy expertise spanning CPG, Financial Services, Telecom, and Media.

    Prior to FOX, Mishu led the financial services insights team at a global trends and analytics firm based out of Chicago and London. Having started her career at Unilever, she co-founded and managed a leading Research and Publishing firm in Asia before relocating to Chicago.

    Mishu has a bachelor’s degree in economics, and a master’s degree in integrated marketing from Northwestern University. She has worked with leadership initiatives of the Prince of Wales’ Mosaic Network, Junior Chamber International, and next-gen leadership development at AIESEC International. She is passionate about Art and Culture and volunteers for various global initiatives in this space. Mishu loves to incorporate creative thinking in her career involving data and analytics and enjoys exploring new ideas that could disrupt the way we live and work today.

    David F. Toth, Managing Director at FOX
    David F. Toth
    President of Membership, FOX

    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.