Advising the Financial Elite is a new report based on first-hand research with nearly 1,000 single- and multi-family offices from Grove, Prince, Bloomfield and Flynn. The report, an excerpt of the
forthcoming book The Family Office, contains valuable insights into the appeal of the family office construct and the biggest concerns and priorities of the ultra-affluent.
Inside the Family Office: Managing the Fortunes of the Exceptionally Wealthy
Based on exclusive research conducted with 653 offices that manage $1.2 trillion in assets for families with an aggregate net worth of more than $2 trillion, Inside the Family Office provides insights into the perspectives, requirements and dreams of the exceptionally wealthy.
Nearly five years have passed since Hannah and Russ published the seminal book on family offices, a period that proved to be critical for affluent and ultra-affluent families and one that left a wake of permanent change in their goals, preferences and requirements for key financial and lifestyle services.
MAXIMIZING CLIENT RELATIONSHIPS
Having a complete picture of each affluent client's emotional and financial responsibilities will help identify their biggest problems and uncover new business opportunities.