• Purposefully connecting: Finding the person, the information or the tools to get wealthy clients one step closer to the results they desire.
While only a relatively small segment of the single-family office universe is intently focusing on adopting proven best practices, the implementation of such practices is going to become the norm. This is part of the accelerating professionalization of the single-family office industry.
Russ Alan Prince, president of R.A. Prince & Associates, is a consultant to family offices, the ultra-wealthy and select professionals.