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
Attendees of the 2014 Southeastern Family Office Forum (SEFOF) participated in a survey covering a range of topics of interest to ultra-wealthy family members, family office executives, and advisor
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?