Toolbox Studios reprises role at annual Family Office Exchange Wealth Advisor Forum

For the second year Toolbox Studios shared its marketing and branding expertise as an exhibitor at the 2010 Family Office Exchange (FOX) Wealth Advisor Forum. Toolbox Founder and President Rob Simons attended the three day annual event at the Ritz-Carlton in Chicago where the Forum’s 200 attendees benefited from sessions spanning a wide array of topics.

Key sessions included "Standing Out in the Crowd," a discussion of branding and marketing for the multi-family office market; "Investing with Perspective: Family Office Decisions in a New Decade," providing lessons learned about investing during the recent economic downturn; "Selecting a Trusted Investor," a panel discussion showing how firms can improve their communications, marketing and sales efforts; "Overcoming a Branding Challenge," where Kristian P. Moor, president of Chartis, discussed the challenges of rebranding the P&C insurance division of AIG; and "Six Degrees of Separation: Analyzing Your Network," showing how to develop effective leadership talent through leveraging one’s networks.

Toolbox Studios works with financial services firms to improve their brand through a proven process for developing a unique selling proposition and tools to build a sales-minded culture within the organization.

Family Office Exchange (FOX), is the definitive source of information and best practices associated with the business of managing family wealth. FOX is a leading provider of research, advice and education to families of exceptional wealth.  FOX serves 330 ultra-wealthy families and 180 multi-family offices and advisory firms across 23 countries. The strength of the FOX network is derived from the collective knowledge and experience of over 500 FOX members. Since 1989, FOX has made solutions accessible to financial families by fostering dialogue among wealth owners, family office executives and wealth advisors. In 2009, celebrating its 20th anniversary of service, FOX remains true to its founding mission of objectivity in wealth management, member education and shared knowledge across a sophisticated, global network. More information about FOX can be found online at http://www.familyoffice.com