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? How do family offices and wealth advisors demonstrate value? Listen in as our speakers reveal findings from dozens of interviews with wealth owners, family office executives and wealth advisors including contributions from a Thought Leaders Roundtable.
Hear the importance of having annual conversations about value and find out what matters most to wealth owners. Many tools and concepts will be referenced throughout the program such as a report card, family eco-system and family office client survey. These tools along with sample documents are included in the published study.