Family Office Exchange Offers Free Webinar on The State of the Ultra Wealth Advisory Business

Wednesday, August 24, 2016 2:00 PM UTC

CHICAGO, Aug. 24, 2016 -- Family Office Exchange (FOX), a global membership organization of enterprise families and their key advisors, will be offering a complimentary public webinar titled “The State of the Ultra Wealth Advisory Business” on Thursday, September 8, 2016 at 1:00 p.m. CDT.

Recent FOX research found that there has been a 15% drop in the pricing of wealth management services for ultra-high net worth prospects since 2012. In the webinar, FOX director of advisor research David Toth and FOX director of membership Karen Rush will examine the cause of this shift and frame the issues that are affecting wealth advisors today, including business growth, pricing strategies, and what's on the mind of ultra-wealthy families. They'll shed light on the ongoing work that FOX is doing to help advisors address and solve these issues.

The webinar will explore topics including:

A check-in on the financial health of the ultra-wealth business
Insights on evolving pricing strategies in the ultra-wealth advisor market
A unique look at the Voice of the Wealth Owner™, specifically around direct investing
A preview of the FOX Roadmap for addressing the most pressing concerns of wealth advisors using our unique knowledge-based resources

There is no charge for attending the webinar. For more information on “The State of the Ultra Wealth Advisory Business” and to register, visit www.familyoffice.com/advisor-public-webinar.

About Family Office Exchange

Family Office Exchange (FOX) is the premier global member network for enterprise families and their advisors who are pursuing best practices for managing their family enterprise and growing their family wealth. The community includes over 8,000 family leaders and sophisticated advisors from 500 organizations in 20 countries who utilize FOX’s resources each year for advice, networking, education, and best practices in wealth management.

FOX is headquartered in Chicago with offices in New York, Santa Barbara, Sydney, and London. For more information about FOX, email us at [email protected] or visit www.familyoffice.com.

Media contact
Marvin Pollack 
[email protected]
1-312-327-1200

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Family Office Exchange Offers Free Webinar on The State of the Ultra Wealth Advisory Business

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