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
Custody of assets is a serious issue for investors and raises many considerations besides the safekeeping of assets.
This worksheet helps you periodically review and rate your wealth advisor by the top 24 service components.
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?
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 co