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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
Selecting the Right Trusted Advisor: A Family Case Study
Family Office Exchange
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
Wealth Management as a Second Family Business
Family Office Exchange
Many entrepreneurs who enjoyed the challenge of building a family business face the decision to sell the business with mixed feelings and a certain amount of trepidation. While liquidity has its
Forging Successful Partnerships in the Face of Conflicts of Interest: A Thought Leaders Roundtable Compendium
Family Office Exchange
The relationship between a private wealth owner and a service provider is a two-way street. Both parties share responsibilities for ensuring disclosure and transparency in the relationship. A service
Multi-Family Office Best Practices
The ultra-wealth advisory firms poised for greatest success recognize that this business is a developing business—distinct from investment, private banking, financial planning and trust—that requires