Leveraging Best Practices of the Family Office


Significant wealth requires significant support

We offer helpful guidance on how to adopt the most successful elements of a multi-family office model to attract and service wealthy clients. Successfully incorporating specific elements of a family office into your practice will help drive your business forward.

 Learn how to:

  • Effectively compete with multi-family offices 
  • Cultivate relationships with the wealthy
  • Assemble a credentialed team
  • Determine pricing structure
  • Position yourself as the family “CFO”

Cultivate better relationships with all of your clients by mastering the client review process. For insight on how to do this effectively, go to Mastering the Client Review.

Featured Resources


Mastering the Client Review

Reviews are the most visible and most personal type of service that you deliver to your clients, and they play a huge role in client retention.

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Running Your Business

Here’s where you’ll find tactical tools and real-life insights into practice management.

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