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.