It can be very difficult to learn the intricacies of family office industry because the space is still developing. In the following video recorded in Zurich Switzerland, Richard Wilson provides some rare insight into the way that family offices are investing in emerging fund managers from hedge funds to real estate funds.
Video Transcript/Summary: The strategies and tips provided within this video module include:
Coming soon.
I hope that this video has given you a better understanding of how family offices are investing in emerging fund managers.
The family office industry has seen extraordinary growth over the last several years from Singapore to New York City. In the following video recorded live in Zurich Switzerland, Richard Wilson explains the four main drivers of the family office industry growth.
Video Transcript/Summary: The strategies and tips provided within this video module include:
Coming soon.
I hope that this video has shown you the key drivers of family office growth.
In the following video recorded live in Zurich Switzerland, Richard Wilson discusses the global differences in family office wealth management. Richard has spoken at industry events around the world and discussed family office wealth management with managers around the world.
Video Transcript/Summary: The strategies and tips provided within this video module include:
Coming soon.
I hope that this video has shed some light on the differences in family office wealth management around the world.
Whether you are a wealth management firm converting to a family office or you are starting a multi family office or you are a current multi family office looking to grow your assets, this video will be very helpful to you. In the following video, I provide you with six tips on growing your multi family office wealth management business.
Video Transcript/Summary: The strategies and tips provided within this video module include:
When you look at your breakdown of services versus your competitors, make sure that you have holistic services that fill the niches that your clients are expecting. Look at your top competitors in your region and the top family offices in the nation and make sure that your offering is competitive if not better.
Make sure that your marketing materials are class A and institutional quality.
Be sure to build in references, word of mouth marketing and credible authorities associated with your family office.
Focus on one or two unique features that your multi family office wealth management business can offer that will make a difference in the eyes of your clients.
Make sure that you have systems in place for your marketing and operations in your family office.
Develop your client avatar.
I hope that by following these tips you will grow your multi family office wealth management business.
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