The 2017 FOX Wealth Advisor Forum Helps Wealth Advisors in “Managing Disruption”

Event to provide market update and professional skills

Chicago, Illinois, UNITED STATES

CHICAGO, March 01, 2017 (GLOBE NEWSWIRE) -- On May 2-4, Family Office Exchange (FOX) will share its latest insights into the needs of the world's most financially successful families and their preferred ways of working with their advisors at the 2017 FOX Wealth Advisor Forum.

At a time when the wealth advisor business is in the throes of unprecedented change, this year’s Forum, aptly entitled Managing Disruption, will explore the trends and transformations that are disrupting “business as usual” and requiring significant reassessment of how advisors do business. At the same time, opportunities abound for those who can innovate within their business. They will be more likely to survive and thrive in the disruptive environment.

“Year after year, the wealth management industry’s leading advisors gather with their peers at the FOX Wealth Advisor Forum for knowledge and networking,” said FOX President Alexandre Monnier. “This is a can't-miss event for advisors serving the high-end of the market.”

Here are a few of the highlights of the FOX Wealth Advisor Forum:

  • It begins with the annual Michael Brink Memorial Golf Outing on May 2.
  • Wednesday starts with Amy Hart Clyne, FOX Executive Director, reviewing FOX-Identified Disruptive Trends.
  • The Policy Changes Coming out of DC will be reported by Bloomberg Global Director of Economic Research Mike McDonough.
  • New FOX work on “The Importance of Advisor Partnership with Families of Wealth” will be presented by FOX Director of Advisor Research David Toth.
  • Professional skill development will be led by Sally Hogshead, NYT Best-Selling Author. Based on a short, online exercise completed in advance, attendees will receive an analysis of their natural advantages based on their persuasion style – how the world sees them.  This will improve the way they accomplish things in their work and help their companies be more competitive. 
  • Learning the competitive advantage of “Acquiring New Business through Exceptional Client Communication” will be led by best-selling author and consultant to the nation’s top financial professionals, Dr. Maribeth Kuzmeski.
  • A choice of peer dialogues will be provided based on topics suggested by attendees on their registration forms and requests from the FOX Wealth Advisor Forum Advisory Board.
  • Wednesday night includes a networking dinner offering breathtaking views of Chicago’s Millennium Park.

For more information on the 2017 FOX Wealth Advisor Forum, May 2-4 at The JW Marriott in Chicago, please visit

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 460 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, San Francisco, Sydney, and Madrid. For more information about FOX email us at or visit


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