Family Office Exchange Executive to Speak on the Challenges of Shared Family Wealth

CHICAGO, March 8, 2012 /PRNewswire/ -- Anna Nichols, managing director of content for Family Office Exchange (FOX), is the featured speaker at the Wednesday, March 28 meeting of the Midwest chapter of the Family Firm Institute, a leading membership association worldwide for professionals serving the family enterprise field.

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Nichols, who has conducted research and written extensively on the challenges unique to business-owning families, will discuss the ownership challenges of shared family wealth in her presentation "Understanding High Net Worth Clients." She will address such issues as:

• Complex dynamics of multi-generational wealth ownership
• Generational characteristics and patterns
• Internal and external factors that affect family decision-making
• Effects of systemic risks on family perceptions and decision-making

"We are longtime admirers of FOX and the important work they have done, and continue to do, in bringing greater knowledge and understanding to the family wealth community," said Ken Hoganson, managing director of Hunter Wise Financial Group LLC and president of the Midwest chapter of FFI. "Anna helps shape much of the research at FOX, and we are pleased she will be joining us on March 28. She is a delightfully entertaining speaker who brings considerable insight and wisdom to her audiences."

In addition to overseeing the FOX research team, Nichols is the lead author for many of the firm's larger market research studies and oversees the implementation of many smaller studies and white papers. She is a frequent speaker and facilitator at FOX events as well as at external industry forums.

The Midwest chapter of FFI will meet from 5 to 7 p.m. March 28 at the offices of McDermott Will Emery, located on the 44th Floor at 227 W. Monroe St., Chicago. Bob Jordan, president and CEO of Jordan and Jordan Communications Inc., will emcee the event. Admission is $25 for members and $45 for guests.

Full details and registration »

For additional information, contact the Midwest chapter of FFI at [email protected].

About Family Office Exchange

Family Office Exchange (FOX) is a global membership organization dedicated to supporting ultra high net worth families and their advisors with research studies, consulting services, collaboration opportunities, and education on key topics such as managing wealth, family governance and best practices for running family offices. FOX currently serves 500 families and their advisors from headquarters in Chicago and London with offices in New York and Boston. For more information about FOX, call 312.327.1200 (Chicago office) or +44 (0)20 7520 9443 (London office) or visit www.familyoffice.com.

 

SOURCE Family Office Exchange