Last updated: 16:32 / Wednesday, 11 February 2015
FOX Wealth Advisor Forum 2015

The Role of the Advisor as Master Builder of the Integrated Wealth Plan

From 27-Apr-2015
| Convening completed
|
Coral Gables, FL
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The Role of the Advisor as Master Builder of the Integrated Wealth Plan

Family Office Exchange (FOX), a global membership organization of private family enterprises and their key advisors, will celebrate the 2015 Wealth Advisor Forum at the Biltmore in Coral Gables, FL, April 27-29.

The event will show how the family’s key advisor serves as the architect and integrator for the advisor ecosystem, and how advisors can contribute meaningfully toward solutions for families by embracing the mindset of a master builder. Advisors that work in a mindful and complementary way with other advisors to create the integrated wealth plan serve their clients more effectively.

The Forum will reveal new FOX insights on what families say they want and need from their advisors and will document the critical factors for building an integrated wealth plan.

Speakers include NYU’s Ben Dattner and Yale lecturer Sarah Biggerstaff. They will be joined by FOX experts Alexandre Monnier, President, and Amy Hart Clyne, Executive Director of the Knowledge Center.

Registration for the event is open to FOX members and non-members, but seating is limited. Attendees are also encouraged to join FOX for the Michael Brink Memorial Golf Outing on April 27 at the Biltmore Golf Course.

Information is available at https://www.familyoffice.com/learning-events/forums/2015-wealth-advisor-forum.

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