January 2009
This in-depth study of the private wealth market offers a comprehensive review of pricing strategies and practices that leading multi-family offices, private banks and other wealth advisors employ to realize full value from their relationships with ultra-wealthy clients. In this study you will learn:
- The three characteristics leading firms use to differentiate themselves.
- An overview of pricing practices
- Innovative approaches, beyond basis points, to pricing and pricing communications
This study is a guide for multi-family office and wealth advisor executives who are searching for best practices and innovative strategies for pricing effectiveness.