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With escalating family office costs, increasing complexity of the investment markets, and SEC regulatory changes, families are taking a more thoughtful approach to their investment function and
This worksheet helps you periodically review and rate your wealth advisor by the top 24 service components.
The cost of the family office is an important aspect in the long term sustainability of wealth, although it’s not always well understood by family members. This webinar makes a compelling case for
Many wealth owners are seeking tangible methods for measuring and evaluating the value of their family office and/or wealth advisor. What do wealth owners expect and what do they value? How do
Since the Autumn of 2008 many heads of family offices have focused their attention on the most basic aspects of financial arrangements. This is true of owner managers and professional CEOs alike.
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 core
92% of heirs switch their advisors after receiving their inheritances. As the Baby Boomer generation prepares to transfer an unprecedented amount of wealth to the next generation, advisors have an
Selecting the right organization as a partner in the management and oversight of a family enterprise is one of the most important decisions a family will make. Success in this endeavor requires a
While successful businesses benefit from disciplined operations and strategic planning, the management of family wealth is often eclipsed by the needs of the business and improperly delegated to
This program gives an overview of key areas of potential trustee conflicts of interest.