Day: June 10, 2020

Family Offices

WHY EVERYONE DESERVES A FAMILY OFFICE

Picture this, the average HNW Client has five different Wealth Management Providers. (EY 2019) Each provider gives the client isolated advice based on the portion of wealth in their control.

What does this mean? With no overlap, that client will never get to see a composite view of how all their wealth is performing and never get to plan or implement long term financial objectives.

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