Advisors should plan to join us for the Wealth Advisor Forum, this year for an in-depth look at the issues that promote success in the private wealth management industry over the next decade.
As Family Office Exchange reflects on the past 25 years of serving families, family offices, and the advancement of the Family Office Industry, it becomes clear that while there has been remarkable growth—achieving an exemplary standard of service is still an evolving process. Today, families have a broader option of advisory services than ever before, and as such, have become more critical consumers of this “new breed” of advisory service. While options are plentiful, obtaining and maintaining an optimal client experience remains dependent on integrating the unique needs of the family with the individual knowledge, skills and talents of advisors and the systems and processes that surround performers in their job environment. So what skills and services are necessary today…and on into the future…to exceed family expectations and become...The Optimal Advisor? Please join us as we discuss these topics and more at the 2014 Wealth Advisor Forum.
To register for the Michael Brink Memorial Golf Outing, please visit this page.