The Multi-Family Office of Tomorrow—Simplifying Complexity for Families of Significant Wealth
With the right people, platform, connections, and expertise, family offices can go beyond traditional wealth management, always evolving their practices so they can deliver more.
Significant wealth raises questions that require flexible, forward-thinking responses. With more than three decades of serving ultrahigh-net-worth clients, we've built a distinguished network of highly specialized professionals and exclusive resources to better provide solutions to some of the country's wealthiest families and the multi-family offices (MFOs) that serve them.
Our latest white paper gathers perspectives from best-in-class MFO industry professionals. We hope our insights provide practical guidance on ways to evolve your practice to better serve families of significant wealth.
In The Multi-Family Office of Tomorrow, you'll explore:
- A framework to define MFOs
- The creation of an ideal family profile
- How to navigate complex client needs, like family trust/communication and philanthropic goals
- The use of technology to create efficiency in an otherwise inefficient client segment
Complete this form to download the white paper
This form helps us connect you with the right people to answer any questions you have about making the move to independence. We'll also send you insights from Schwab Advisor Services™.