Marketing and differentiating within the multi-family office market is an operational challenge for firms of every size and origin. This 2010 FOX Wealth Advisor Forum presentation takes a look at the latest FOX research of the MFO market and outlines not only the different marketing strategies firms employ but also how firms measure the e...
The key to any successfully operated wealth management organization depends on having the right talent in the right role. This 2010 FOX Fall Forum session includes a discussion of findings from recent FOX research that focuses on critical talent issues, such as recruiting, compensation and team structure. In addition, a family office executive will...