Advisor Partnerships


Navigating the Wealth Management Landscape: In Search of Integrated Solutions
Family Office Exchange
This white paper helps families understand the complexity of their wealth management goals and needs. The paper also addresses the type of institutions and advisors investors will run across,
Considering a Change?: Insight on Bank Custody and Agreements
Custody of assets is a serious issue for investors and raises many considerations besides the safekeeping of assets.  Listen into this webinar to hear the current landscape affecting custodians
The Ins and Outs of Selecting a Wealth Advisor
Hiring Investment Consultants: Industry Trends and Best Practices
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
Wealth Advisor Assessment Checklist
Family Office Exchange
This worksheet helps you periodically review and rate your wealth advisor by the top 24 service components.
The Cost of Complexity: Understanding Family Office Costs
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
How Wealth Owners Measure Value: Evaluating the Performance of Your Wealth Advisor or Family Office
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
Illuminating Custody & Reporting: Why the Custodian You Choose is Fundamental to the Security and Organisation of Your Assets
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.
How Wealth Owners Measure Value: Evaluating the Performance of Your Wealth Advisor or Family Office
Family Office Exchange
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
"Not My Parents Advisor": Creating Successful Successions Using a Multigenerational Approach
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