Are you helping the family’s you serve grow it’s understanding of wealth–not just the financial portfolio?
Family Office and Wealth Advisors aiming to grow their practice and deepen client relationships should include both financial and non-financial aspects in wealth planning to meet the multidimensional and complex needs of high-net-worth and ultra-high-net-worth clients. Offering family enterprise consulting services differentiates practices and supports generational wealth by enhancing relationships, fostering communication, preparing inheritors, addressing concerns, and setting expectations. Development and education is designed to improve advisors’ ability to serve clients through individual or group sessions, as well as educational content or programs. Content can include presentation decks, white papers, tip sheets and talking points for advisor ongoing use.