May 2011
Recommended for:
Sophisticated and emerging multi-family offices and wealth advisory firms and the clients of those firms
With input from a number of private wealth industry leaders, FOX outlines 75 key practices that have made a difference for successful wealth advisors and multi-family offices over time. While not every practice will apply to every firm, the practices shared in this document have been used by the most experienced firms in the industry with success. This document can be used in the following ways:
- To launch important conversations with clients about the firm’s successes
- To provide a framework for evaluating areas for improvement or investment
- To serve as an important tool for the board’s continual assessment of the firm’s performance relative to its business objectives