Today’s young adult family clients – specifically those who identify as Millennials or Gen Y – are bringing a distinct set of preferences and sensibilities to their relationships with their most trusted advisors.
Recommended for: Family members, family office executives, multi-family office staff, wealth advisors
FOX and SEFOF are pleased to make available a report of the participant survey conducted at the 2014 Southeastern Family Office Forum held September 17-19 in Atlanta, GA.
FOX Insights contains condensed versions of some of the best and most popular research and presentations offered by FOX during the past year. If you can only afford to read one FOX publication this year, FOX Insights is an excellent choice.
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?