The Client of the Future: Advising Millennials

Overview

Amy Hart Clyne identified five generational themes and eight recommendations to help family leaders, family office staff, and advisors strengthen their relationships with the Millennials in the family. While this generation of young adults have essentially the same needs as their parents and grandparents, their expectations for how those needs will be met are different. In this presentation, Amy illustrated the distinct set of preferences and sensibilities that Millennials bring to the table and explains their implications.

For more on this topic, read the white paper: Engaging the Client of the Future.


Date Published: Wednesday, February 25, 2015

Speaker

Amy Hart Clyne, Executive Director –  Family Office Exchange

This webinar recording is available to FOX members and is available for purchase by FOX Public Network Guests.