Voice of the Ultra-Wealthy Family: Evolving Client Behaviors and the Impact on Advisors

October 2019

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We have entered a transformative period in the ultra-wealth business. In support of our multi-family office, family office executive, and advisor member efforts to keep pace with the dynamic changes, we have identified the major client-driven forces of change, including shifts in behavior among families of wealth and the ways in which leading advisors are responding.

Specifically, this report is designed to help address key decisions on how to respond to client-driven changes in the ultra-wealth business in the following ways:

  1. Identify and bring clarify to changes in client behaviors among ultra-wealthy families.
  2. Interpret and assess the potential impact of these changes on advisors who serve these families.
  3. Provide strategies to help prepare advisors to respond changing client behaviors. 

This document is available to FOX Members only.