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Should you add a Family Office to your wealth management firm?

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As many of you know, my passion is in working with the ultra-high net worth space. I've spent the majority of my career in business development and marketing around the ultra-high net worth investor community. And within that specifically, I have a lot of expertise and passion around the family office space. Family offices are a booming industry, and many wealth managers are looking to embark on it.

Our firm has worked with many wealth management firms go to market with family office services.

  • But what exactly are family offices?

  • What do they do that's different than a wealth management firm?

  • Can anyone just call themselves a family office?

  • Are there legal restrictions to being a family office?

  • Why would someone hire a family office? How do family offices charge?

    All of those are going to be answered in this video where I have the great pleasure of having one are my top resources in the family office space join me.

    Ron Geffner from Sadis and Goldberg, a full practice law firm based in New York City, is going to join me and talk about all of these questions that I had and answer them for you. So with that, let's get started.

Get Transcript of the Interview

Want to build out your own family office or add family office services to your practice?

Contact us to help you Go to Market, Market Your Practice, and add ancillary services that ultra high net worth individuals are looking for beyond investing, tax and legal.

Schedule a call with us
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****Select Advisors Institute is not a registered investment adviser and does not provide investment, legal, or tax advice. We are a boutique management consulting firm deeply embedded in the wealth management, asset management, family office, and UHNW sectors - advising financial institutions on strategic growth, talent development, investor communication, and brand positioning, while guiding ultra-high-net-worth families in advisor selection, coordination, and the day-to-day management of complex wealth structures.