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This landmark study provides insights and measurement tools that can help wealth owners assess the value they receive from their family office or outside wealth advisors.The study identifies 50 core
92% of heirs switch their advisors after receiving their inheritances. As the Baby Boomer generation prepares to transfer an unprecedented amount of wealth to the next generation, advisors have an
Selecting the right organization as a partner in the management and oversight of a family enterprise is one of the most important decisions a family will make. Success in this endeavor requires a
Many entrepreneurs who enjoyed the challenge of building a family business face the decision to sell the business with mixed feelings and a certain amount of trepidation. While liquidity has its
The relationship between a private wealth owner and a service provider is a two-way street. Both parties share responsibilities for ensuring disclosure and transparency in the relationship. A service
The ultra-wealth advisory firms poised for greatest success recognize that this business is a developing business—distinct from investment, private banking, financial planning and trust—that requires
Each family office’s menu of services is reflective of the goals and priorities of the family it serves. Some offices focus heavily on the investment process and rely on the expertise of a chief