Family Office Exchange Hosting Free Webinar Covering Key Trends Impacting Advisors to Ultra-High Net Worth Families

Public session on May 21 will discuss business growth, pricing strategies, and delivery of strategic services

CHICAGO, May 16, 2019 (GLOBE NEWSWIRE) -- Family Office Exchange (FOX), the industry-leading membership organization for families, family office executives, and trusted advisors, will host a complimentary public webinar, “The State of the Ultra-Wealth Advisory Business 2019,” on May 21 at 1:00 pm CDT.

In this webinar, David Toth and Karen Rush, Managing Directors at Family Office Exchange, will explain how leading advisory service providers are continuing to grow in less than optimal markets. They will also outline new and continuing trends in the competitive ultra-wealth market. Additional topics will include:

  • Latest tracking on revenues, expenses and pricing in the UHNW business
  • Emerging trends in talent, marketing/branding and client experience
  • Preview the most pressing concerns of wealth advisors, upcoming learning opportunities, and what’s new at FOX.

“This year’s study sheds new light on how firms are pivoting their strategies to better serve, sustain and grow the business of serving families of wealth.”

Attendance is free of charge for this FOX Public Webinar, and registration is required. Visit to sign up in advance of May 21.

About FOX
Family Office Exchange (FOX) was the first and continues to be the industry-leading membership organization that brings together families, family office executives, and trusted advisors to build a community focused on networking, continuous learning, and objective guidance. The community includes over 8,000 family leaders and sophisticated advisors from 500 organizations in 27 countries who utilize FOX’s resources. FOX is headquartered in Chicago with offices in New York, San Francisco, and Madrid. For more information about FOX email us at or visit

Media contact
Melissa Hulver