The New Family Office: Strategies for Consulting to the Affluent

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9781843740643: The New Family Office: Strategies for Consulting to the Affluent
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An invaluable educational tool, The New Family Office: Innovative Strategies for Consulting to the Affluent, provides investment and wealth management consultants with the skills and knowledge, using different family models, to exploit the evolving environment in private wealth management and successfully deal with family assets. Lisa Gray tracks the changing demands from the marketplace, explaining how you can take advantage of the upheavals in the financial services industry to move from a role of investment management advisor to that of wealth optimization consultant - fully developing the family office model and providing optimal solutions to the changing needs of your clients. With a complete examination of the histories of the family office and financial services industry, The New Family Office explains the state of the industry, the choices and opportunities open to today's high level advisors, and, step-by-step, the process to establish advisors as the consultants to today's demanding clients.

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The book brings together all the possibilities - in terms of servicing mechanisms - advisors and consultants have available to them. In successfully bringing together all of these elements, the author has created an invaluable resource book. --Frank L. Campanale, former President and CEO, Salomon Smith Barney Consulting Group

Any consultant interested in dealing effectively with private clients would benefit from reading this book. While the book deals specifically with the complexities of family offices and how to manage them profitably, it offers numerous insights that can be used immediately by consultants in refining and improving their service, communications, client education presentations, and marketing efforts. The ultrarich might have specific needs and motivations, but in the final analysis, they, too, are people who value an expert adviser who can solve their problems --Book review in IMCA Monitor by Brooks C. Sackett, CIMA, CFP, President, Chief Capital Management Inc

This book does an excellent job of tracing the history of the family office, identifying the unique attributes of the service models in use, and providing helpful suggestions that a practitioner can adapt for daily use. In an environment where individual investors are becoming more sophisticated and selective, this book can provide a distinct competitive edge. --J. Richard Joyner, President, Private Wealth Management, Tolleson Wealth Management

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