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The pinnacle of ultra-high-net-worth financial services is a “Family Office.” It’s a firm dedicated to meeting all the needs of one, or perhaps a small number, of very wealthy families.
But changes in the financial services landscape have made the family office model more accessible. New technology, new approaches to financial advice, and a new business model for advisors and investors have allowed for a much broader array of services that can be accessed in various ways.
At the core, it’s a way for a trusted financial professional to partner with you in all aspects of your life – because your money usually impacts every area. It’s a very modern approach.
The family office model goes beyond investment management and financial planning to offer a very comprehensive model that can include:
If you’re a financial advisor looking to grow your firm, we have you covered. Whether you’re a marketing expert or need the guidance and content to build your program, we’re here with you every step of the way.
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