Leveraging Best Practices of the Family Office
WHAT YOU CAN LEARN FROM FAMILY OFFICES
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.
All investments involve risk, including loss of principal. Past performance is no guarantee of future results. Please see each product’s web page for specific details regarding investment objective, risks, performance and other important information. Review this information carefully before you make any investment decision.
The Advisor Partnership Program (TAPP)®, Our Experience. Your Potential®, ACES®, ACES — Advisor Commitment to Education and Service®, and Retirement Reimagined® are registered trademarks of Legg Mason Investor Services, LLC.