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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 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...

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...

Families of exceptional wealth enjoy abundant resources to achieve family goals, but also face peculiar, idiosyncratic risks not easily managed through traditional means. This session explores a framework for managing those risks while taking advantage of the unique edge which families can have over other investors.In this session, an experienced g...

As 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 session, family security directors from three single family offic...

When families and family offices become involved in direct investments, whether as lead or coinvestors, they take significant additional risks that need to be appropriately managed. Such risks include regulatory exposure and potential lawsuits from coinvestors, employees and other stakeholders in the investee companies, and sellers and potential bu...

This session will focus on public (liquid) and private (illiquid) approaches to infrastructure investing. It will highlight risk factors as well as investment considerations and review deployment opportunities including fund-of-funds, direct private equity infrastructure funds and syndicated coinvestments in the infrastructure sector.