No
Yes
View More
View Less
Working...
Close
OK
Cancel
Confirm
System Message
Delete
Schedule
An unknown error has occurred and your request could not be completed. Please contact support.
Scheduled
Wait Listed
Personal Calendar
Speaking
Conference Event
Meeting
Interest
There aren't any available sessions at this time.
Conflict Found
This session is already scheduled at another time. Would you like to...
Loading...
Please enter a maximum of {0} characters.
{0} remaining of {1} character maximum.
Please enter a maximum of {0} words.
{0} remaining of {1} word maximum.
must be 50 characters or less.
must be 40 characters or less.
Session Summary
We were unable to load the map image.
This has not yet been assigned to a map.
Search Catalog
Reply
Replies ()
Search
New Post
Microblog
Microblog Thread
Post Reply
Post
Your session timed out.
Meeting Summary
The session has been added to your schedule
The session has been removed from your schedule
 

Family Office Trends and What Families of Significant Wealth Expect

Session Speakers
Session Description

Why attend:
Learn about current trends in the family office industry, what today’s ultra-wealthy families expect from advisors, and what you should know to serve them.

Session details:
Ultra-wealthy families are seeking alternatives to large wealth management firms. Some of the fastest growing RIAs are offering family office services beyond traditional investment management and planning to better serve high-net-worth clients. In a panel discussion, four family office specialists will offer insight into:

  • What is most important to ultra-wealthy families today, and what future generations will require
  • Core characteristics of a family office, and the primary differences between single- and multi- family offices
  • What products and services are most critical to these families
  • How advisors can develop an effective strategy, brand, and value proposition to attract more ultra-wealthy families

Additional Information
Not Eligible for Credit, CIMA-1.5 hrs
Education Session
1h 15m
Session Schedule