Here is an overview of the themes that will be discussed at this year's FOX Wealth Advisor Forum.

Industry experts serving the family office market will assemble this month in Coral Gables, FL, for Family Office Exchange's 2015 Wealth Advisor Forum, entitled The Advisor as Master Builder of the Integrated Wealth Plan.

The event, held at The Biltmore Hotel on April 27-29, will be shaped around three key themes:

Latest FOX insight and industry expert insights

·         The advisor as master builder of the integrated wealth plan by Alexandre Monnier, president of Family Office Exchange.

·         What families say they want and need by Amy Hart Clyne, executive director of the FOX Knowledge Center.

·         Understanding and applying industry trends - a panel of CEOs moderated by Alexandre Monnier, featuring: John Benevides, president of CTC | myCFO; Glen Johnson, managing director at Mirador Family Wealth Advisors; Kevin Tobin, president and CEO at Marsh Private Client Services; and Dennis Wright, managing director of The Wellspring Group.

Specific focus sessions: the role of the advisor

·         Family leadership and governance.
·         Integration, developing advisor talent and team structures.
·         Holding the reins on passion investments.
·         Financial security leading integrated planning of financial capital.
 
“Sharpen the saw” sessions

·         Aligning the goals of a multi-functional work team by Ben Dattner, founding principal at Dattner Consulting.
·         Exploring personal leadership brand: Becoming the master-builder of your future by Sarah Biggerstaff of the Yale School of Management.