This year's program - entitled Purposeful Innovation - will take place from May 3-5 and provide guidance on key issues such as responding to changing expectations related to the all-important client experience, competition from disruptors in advice and reporting, and threats to cybersecurity.

The three-day event has been carefully designed with key trends in mind that are rapidly shaping the ultra high net worth wealth management landscape, including:

·      The significant disruption in financial services from outside innovators;

·      The mounting risks to the security of digital data;

·      Evolving client demands for reporting data in a self-configured way and via a mobile format;

·      The evolution and maturation of impact investing;

·      Rising expectations for an exemplary client experience, generated by practitioners in other fields that serve other aspects of the family office market’s lifestyle; and

·      The intensifying impact of Millennials as they move more forcefully into the workforce and take on greater positions of influence in their families’ decision-making.

Attendees will gain first-hand insights from FOX research while also learning from other advisors in terms of how they are responding to these major industry shifts.

“The forum is balanced between learning sessions and networking opportunities to facilitate an exchange of experiences with a group of true peers,” said Amy Hart Clyne, executive director of the FOX Knowledge Center.

FOX is headquartered in Chicago, IL, with offices in New York, Santa Barbara, CA, Sydney and London. The community includes over 8,000 family leaders and advisors from 500 organizations in 20 countries.