Creating Memorable Client Experiences: Differentiation in the Ultra-Wealth Market is a great resource for those seeking to fortify their understanding of the client experience and
Family Office Exchange has conducted a peer-based survey to explore the total cost of wealth management – internal family office costs + external advisory costs + external investment costs and com
Providing wealth management services via a single family office takes on many forms from investment oversight to educating the next generation.
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.
Families that thrive for multiple generations invest their time, talent and resources to ensure their family offices have thoughtful and flexible programs to be successful.
92% of heirs switch their advisors after receiving their inheritances.
This study is written for the small office executive or wealth owner running an office with seven or fewer employees who wants to better understand their office's performance relative to others of
Effective communication during times of turmoil can be challenging and downright daunting for affluent families and their advisors.