Wealth Management

Resource Search

Helping Your Clients Evaluate a Multi-Family Office
Publish Date

Just a couple of decades ago a fortune of $50 million was more than sufficient to justify directly employing a staff of accountants and investment managers to keep track of the family finances, including the holdings of various trusts and foundations. Today, the “break even” point is closer to $250 million and climbing. Hence, many former single-family offices have grown into multi-family offices (“MFOs”).

Social Media: The Good, The Bad and The Ugly
Publish Date

Once a “fad” for tweens, teenagers and young adults, social media has morphed into a long list of websites and other applications that are frequented and used by people of all ages. Used correctly, social media can reap many benefits for families of wealth and their businesses. However, inappropriate use can wreak havoc on families' reputations and can result in other costly damages. This paper outlines the most popular types of social media as well as its good, bad and downright ugly aspects.

Social Media in Investment Management
Publish Date

Social media has moved from the fringes of techno geek culture to the mainstream with astonishing speed. The terms “social media” (or “social networking” or “Web 2.0”) is a catch-all for a variety of digital services, usually free to users and carrying advertising. Technology has always outpaced regulation and social media is no exception. Regulators in the US and Europe have so far issued only general regulatory guidance and many firms are skeptical about what steps they should take – if any – to start their foray into social media.

How to Fully Utilize Your Luxury Concierge
Publish Date

In general, a lifestyle specialist should save you time, reduce your stress, be exceptionally trustworthy and honest, and demonstrate veritable focus on making your specific desires and objectives into exceptional realities. The imperative to preserve your complete privacy, security, and integrity should be both second nature and at the front of their minds. They should make life better, easier, and more fulfilling for you. Lifestyle specialists, like personal assistants, concierges, and estate managers, are problem solvers.

The Family Office Model: A Smart Move for the Financial Advisor?
Publish Date

For financial advisors, starting or expanding family office services can be a challenging task, especially when considering the multi-family office model. This report examines how traditional financial advisors are confronting growing demand for family office services among their wealthy clients.

Unleash the Power of Relationships Through Customer Culture
Publish Date

All of us want to outperform the competition and be the best in our industry but what does that truly take? In this presentation from the 2012 Wealth Advisor Forum, you will learn a unique seven step process to help you not only surpass the competition in terms of service but create a customer-centric culture that enables you to provide an unparalleled client experience. The steps themselves are straightforward but their execution is not. The timing, combination and sequence of their implementation are what elevates a company from another competitor to a market leader.

Identifying Growth Opportunities in the Global Family Wealth Market
Publish Date

What does the global family wealth market look like? Where is it expanding or contracting, and where are the greatest areas of concentration and, thus, the greatest opportunities for UHNW service growth? From this 2012 Wealth Advisor Forum presentation, gain an understanding of global family wealth demographics as well as insights into how three paradigm shifts are driving significant change in this market. In addition, learn how to leverage and apply this market sizing knowledge to better refine business development and marketing strategies.

Eat, Drink and Succeed!
Publish Date

We all attend countless social events for work and our personal lives, yet we often fail to recognize the full potential that every event truly provides. In this powerful 2012 Wealth Advisor Forum session, Laura Schwartz demonstrated why it is critical to rethink your definition and approach to networking to ensure that you identify and capture every opportunity to form powerful partnerships that have lasting business and personal benefits. Using examples filled with inside tips and techniques, Ms.

Enhancing the Client Service Experience
Publish Date

Helping clients achieve important life goals by integrating the full range of their planning and financial needs is enormously complex, often requiring the efforts of numerous, highly skilled individuals working in concert. In this session, which draws on newly released FOX research, you will hear how some firms are finding ways to manage their operational complexity and deliver topflight service without sacrificing margins.

Leveraging Social Media While Navigating Compliance
Publish Date

Glossy brochures and a well designed website are fundamental marketing tools, but in today’s world, when people want to learn about your firm, they are just as likely to use various social media sites within their due diligence. This is a tricky thing for advisors to balance. Without a social media presence, you risk your company’s brand and being defined by someone else, yet there are significant compliance limitations as to what can be stated and shared via Twitter or Facebook.