Compensation and benefits are the largest expenses for multi-family offices and wealth advisors, often representing over 50% of the firm’s expenses.
In this session – a reprise and continuation of research presented at the 2009 Wealth Advisor Forum – study leaders review FOX’s latest proprietary research into the “economics of talent”.
Participants in this program will gain knowledge of:
- Staff continuity and firm profitability criteria and measures
- The best ways that today’s firms are sourcing talent
- Structuring short and long-term compensation
- Current practices across the family wealth advisory sector
David Lincoln and Megan Schneeberger – Family Office Exchange