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, explaining what services to expect from each type of firm.
Recommended for: Wealth owners
This white paper helps families understand the complexity of their wealth management goals and needs.
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.
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.
92% of heirs switch their advisors after receiving their inheritances.