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Market conditions dictate that successful investment advisors must focus more narrowly on the super-rich to sustain and evolve their success, deliver the greatest value to clients, and be appropriately compensated. For many such professionals, the answer is to build a customized multi-family office that will allow them to attract a highly desirable and profitable clientele and showcase their expertise.

The Family Office Solution is for investment advisors that want to fast-track to success with the super-rich, improve their ability to find and retain ultra-affluent clients and take advantage of state-of-the-art strategies and techniques while dramatically increasing their personal wealth.

Once enrolled in The Family Office Solution you will take part in a multi-day group coaching workshops to develop new skills and learn best practices, participate in monthly conference calls to overcome obstacles and maintain momentum, and build a personal library of research-based texts and references that will provide a lifetime of support.

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Designed by the family office experts at Prince & Associates and Rothstein Kass, this workshop is intended to provide participants with insights and perspectives they can use immediately. Discussion, guided analysis and case examples will make the session highly interactive and stimulating. The goal of the workshop is to enable participants to apply what they learn to create their own multi-family office and cultivate the exceptionally wealthy – families worth $20 million or more – by providing them with holistic, value-added approach.

Who Should Attend?

• Financial advisors wanting to be more competitive for business of the wealthiest families.
• Multi-family office providers wanting to refine their business models.
• Senior managers responsible for the family office services of their firms.
• Other advisors wanting to become more knowledgeable about the family office universe.