Providing wealth management services via a single family office takes on many forms from investment oversight to educating the next generation. On this webinar, FOX consultants discuss evaluating client needs to determine scope of service options, service delivery methods and elements of a client service agreement. What services do families of wealth need? What services should be offered in-house vs. outsourced? How will oversight be provided and how will services be integrated? View this webinar to see examples of client service agreements and walk through the key elements of such agreements. This program incorporates case studies and examples from consulting projects while maintaining confidentiality.
Karen Neal and Charlie Grace, III – Family Office Exchange