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
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
Amy Hart Clyne identified five generational themes and eight recommendations to help family leaders, family office staff, and advisors strengthen their relationships with the Millennials in the fa
Corporate Social Responsibility can be much more than a cost, a constraint or a charitable deed – it can be a source of opportunity, innovation and competitive edge.
Join us for an inside look at ultra-high-net worth global investors and the processes they employ to make investment decisions and oversee their portfolios.