Helping clients achieve important life goals by integrating the full range of their planning and financial needs is enormously complex, often requiring the efforts of numerous, highly skilled individuals working in concert. Enhancing the Client Service Experience provides an overview of practices that firms are using to manage operational complexity and deliver top-flight service.
Recommended for: Sophisticated and emerging multi-family offices and wealth advisory firms
FOX understands the common challenges facing multi-family offices, wealth advisors, and their clients and through extensive research has identified the characteristics of profitable, sustainable wealth management companies. The most critical of these characteristics fall into the following operational areas: strategy and metrics, pricing and profitability, client selection, service scope and delivery, marketing and sales, and staffing and operations.
Financial reports provide family members with a consolidated picture of their wealth holdings, allowing them to make fully informed decisions about their future.
Helping clients achieve important life goals by integrating the full range of their planning and financial needs is enormously complex, often requiring the efforts of numerous, highly skilled indi
Family wealth advisory firms are taking a fresh look at how they approach and staff their sales function to meet the increasing demands for growth.
Marketing plays an increasingly important role in determining sales success for private wealth advisory firms.
This landmark study provides insights and measurement tools that can help wealth owners assess the value they receive from their family office or outside wealth advisors.The study identifies 50 co
Family office executives are always looking for ways to improve their financial reporting packages and their client relationships.
Intended to serve as a starting point for family office executives and wealth owners who are considering a transition in their family office technology platform, this comprehensive guide provides
This in-depth study of the private wealth market offers a comprehensive review of pricing strategies and practices that leading multi-family offices, private banks and other wealth advisors employ
The wealth advisory industry is growing at an unprecedented rate as more and more registered investment advisors, larger financial institutions, accounting and law firms are attracted by strong cl
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