FOX Thought Leaders Roundtable
|
2004 Topic:
Conflicts of Interest |
|
FOX Thought Leaders
Roundtable Compendium:
"Conflicts of Interest"
|
2004 Topic:
Forging Successful Partnerships in the Face of Conflicts of Interest
When selecting subject matter for the first two sessions
of the FOX Thought Leaders Roundtable, Family Office Exchange and our exclusive
sponsor U.S. Trust sought a critical issue that had far-reaching impact across
the private wealth management industry. A topic that often came to the forefront
in our review was the issue of conflicts of interest in the financial services
industry and its effect on relationships between wealth owners and professional
advisors. The decision to focus on this subject matter as one of the most pressing
issues facing the private wealth industry has been corroborated by the prevalence
of this topic in newspapers and industry journals within the last year.
Two Roundtable sessions were held on this topic (October
2003 and April 2004) and the FOX Thought Leaders Compendium provides a summary
of the discoveries from those group discussions. For more information regarding
the 2004 Thought Leaders Compendium, contact Anna Nichols at 312-327-1214, anichols@familyoffice.com.
Sponsorship
US Trust is the exclusive FOX Thought Leaders Roundtable sponsor. This role
is consistent with the leadership they have shown in the wealth management industry
and the FOX member community. For 150 years, US Trust has helped families with
considerable assets preserve and enhance their wealth. A founding FOX
Strategic Advisor member, US
Trust has significantly enriched the FOX community through their contribution
of intellectual capital and educational resources.
Forum Advisor
FOX has engaged First Tuesday Zurich as the forum advisor for the Thought Leaders
Roundtable events. First Tuesday Zurich is a business Think Tank that specializes
in the creation of knowledge in the fields of business, policy, technology and
innovation. Their expertise is in facilitating conversations and dialogue among
key players in these industries in order to leverage the power of different
perspectives and experiences to develop new insights.
FOX Contacts
For more information on the Thought Leaders Roundtable, please contact:
Join FOX
|
