8:00am – 9:00am Registration and breakfast
9:00am – 10:00am The digital client experience
The panel will address issues relevant to social media and digital communications for clients, not from the technology perspective but from the business perspective. Topics will include:What are client needs How to meet and measure expectations How to enhance the client experience
10:00am – 10:20am Morning Break
10:20am – 11:20am Technology and Operations Q&A
The panel will be address topics around some of the biggest challenges wealth managers and family offices including perspectives from consultants, providers and end users on the following areas:Outsourcing and efficiency The revolution in digital channels Reporting and data accuracy – key elements of client experience Regulatory onslaught as a driver of change
11:25am – 12:25pm What keeps family offices awake at night? Key questions to be addressed in 2014 by senior family office executives
The panel comprised of family office executives and those working closely with them will address a range of issues including:Succession planning and wealth transfer Next generation and family dynamics Reporting and risk management Regulation and compliance Investment, trust and asset protection


Date and Time

Date: Thursday 13th March - 2014
Time: 8:00 am – 1:00 pm


Metropolitan Club

Address: One East Sixtieth Street, New York, NY 10022-1054, USA

About our Sponsors



Cath Tillotson

Managing Partner

Scorpio Partnership

Catherine Tillotson oversees the research activities of Scorpio Partnership and the development of strategic recommendations for client projects. In addition, she leads both Scorpio Partnership’s annual Global Private Banking KPI […]

Dan Watt

Head of Program and Project Management

Royal Bank of Canada

Dan is head of Program and Project Management for RBC Wealth Management, responsible for delivering the business benefits related to the portfolio of projects across wealth management. Dan has 25 […]

David Chong

President of Portcullis Group

Family Wealth Report Summit 2014

President of Singapore Trustees Association David Chong is the Founder and President of the Portcullis Group. He is also the Executive Chairman of Fusang – the Asian Family Office, owned […]

David Hoggard

Vice President, Sales

db corporate social platforms

David is VP of Sales at db corporate social platforms, a developer of proprietary social media platforms for wealth management firms. David has thirty years of experience in the IT and […]

Glenn Bolstad

General Manager, North America


Glenn Bolstad develops and executes Appway’s expansion strategy throughout North America. With over 18 years of experience in the financial services industry, Bolstad has held various senior sales positions on […]

Jon Carroll

Managing Director, Private Client Services, Family Office Advisory


Jon Carroll is an managing director in the Ernst & Young US Americas Family Office Advisory practice. His primary focus is advising family members, family business owners, trustees, and family […]

Kathy Engle

Head, Thought Leadership

Royal Bank of Canada

Kathy is Head of Thought Leadership for RBC Wealth Management, responsible for driving RBC’s global profile as a leading source of ideas, insight and analysis on key issues of interest […]

Michael A Woocher

Head of Client Development

GenSpring Family Offices

Michael Woocher is head of client development at GenSpring, a role that carries responsibility for firm-wide client development, sales, marketing and public relations activities. He is also a member of […]

Michael Zeuner

Managing Partner

WE Family Offices

Having joined WE Family Offices as one of its three managing partners in 2013, Michael Zeuner oversees the firm’s US business. A management consultant by training, Michael has considerable experience […]

Rebecca Meyer


Relative Solutions

Rebecca guides family enterprises as they navigate the complexities of intergenerational ownership and planning for transitions. With the benefit of a systems perspective, she helps family enterprises address the need […]

Robert J. Fiore

CPA, President and CEO

Private Client Resources (PCR)

Mr. Fiore, who joined Private Client Resources (PCR) as Chief Financial Officer in 2005, and also held the title of Chief Operating Officer, was appointed President and Chief Executive Officer […]

Simon Turner



He began his career as a developer in Australia working on Unix based accounting systems for a UK based firm called Tetra Ltd.Since then Simon has had a number of […]

Stacey Haefele

President & CEO


Stacey is a strategic marketer with over 20 years of professional services experience. A leading expert and frequent industry commentator on high net worth consumers and the brands, advisors and […]

William Sullivan

Global Head of Market Intelligence


Bill Sullivan has over 15 years of strategy and transformation consulting experience within the U.S., Europe, and Asia, including three years in Hyderabad, India. He is currently the Global Head […]


This event has already taken place.