Learn the latest trends and issues that have an immediate impact on ultra-high-net worth individuals, multi-family offices, and wealth managers.
Register for this webinar to hear from Bill Sullivan, President of Family Office Exchange (FOX), as he shares emerging industry trends and outlines the implications for families and their advisors.
During this webinar, you will learn about the:
- Five macro trends impacting the financial services landscape
- Key technology investments being made today to support the future
- State of the family office industry
CFP, CIMA®, CPWA®, and AEP® CE Credits have been applied for and are pending approval.
Bill Sullivan
President
Family Office Exchange
Diana Ermini
Director of Financial Services
Sage Intacct
SPONSORED BY