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While most indicators predict a healthy economy in the near future, the inevitable downturn lurks ominously on the horizon. In addition, tension with Russia and China, as well as the threat of renewed violence in the Middle East creates warranted anxiety among investors. Certainly the landscape of risks investors and family offices face continues t...

Enterprise Risk Management offers a robust approach to managing risk for families, developing a cost effective, comprehensive plan taking into consideration the rapidly evolving nature of our clients’ needs. It takes a holistic approach to identifying, defining, quantifying, analyzing and providing solutions to all the identifiable exposures ...

Presented at the 2018 FOX Family Security WorkshopJuly 18-19, 2018Organizations value and view security, risk and control differently. Some of these differences are related to risk and threat profiles impacting an organization based on factors such as industry, location, product/services, etc.Some differences are related to management's view of com...

Presented at the 2018 FOX Family Security WorkshopJuly 18-19, 2018As new social and geopolitical conflicts arise, threats to a family’s security and well-being change. This landscape has materially shifted over the last few years and, as a result, families need to be prepared to address a variety of personal, physical, and cyber risks. In this sess...

Example document presented at the 2018 FOX Wealth Advisor Forum by James Grubman, Ph.D., Family Wealth Consulting.Session: Longevity, Aging & Incapacity: Cutting-Edge Approaches to Managing Modern Risks

Wealth Managers are facing disruptive innovation from new and emerging technologies such as artificial intelligence, machine learning, blockchain, chatbots, and more. The future of these firms will be led by “bionic”relationship, sales, and service managers who leverage cognitive and analytics solutions to better serve their client'...

According to research by FOX’s David Toth, advisors are facing the dilemma of replacing retiring baby boomers - along with their institutional knowledge - in large numbers, while adapting their “employment brand” to be attractive to a different generation of workers. As employees seek companies with cultures that align with their ...

By 2030, nearly 75% of employees are projected to be Millennials. For some time now, forward-thinking organizations have been laying the groundwork for this generation and the changes in expectations, work styles, and values thatthey are ushering in. In recognition of these changes, two Millennials and a senior sponsor at Pershing launched a revers...

According to the 2018 Edelman Trust Barometer, people’s trust in business, government, NGOs and media has yet to recover, revealing growing levels of mistrust globally. However, positive regulatory steps, a renewed focus on client satisfaction and data security, and a clearly communicated social purpose have helped the financial services indu...

In this interactive session, we’ll examine how adopting a listening framework and developing the skills to listen strategically can help elevate your effectiveness as an advisor. We’ll then connect the dots with real life examples of how executives have successfully applied a listening framework to communicate and resonate with clients ...

New research confirms that ultra-high net worth investors are concerned more about cybersecurity than they are about market volatility, changing interest rates, or asset allocation. Jim Trainor, Senior Vice President with Aon Cyber Solutions and former Assistant Director of the FBI’s Cyber Division, will share his perspective on the evolving ...

Download the full digital binder for offline use.Send to your preferred PDF reader such as: Microsoft Onenote, Evernote, Adobe Acrobat, Amazon Kindle, or Noteability.

This year’s FOX Wealth Advisor Forum focused on practical, business-building approaches to the many trends and issues affecting advisors to the ultra-wealthy. The forum offered methods to address the accelerating innovations in investment technology and omni-present cybersecurity risks, as well as the increasing longevity of our clients, inte...