New Family Office: Strategies for Consulting to the Affluent

An invaluable educational tool, The New Family Office provides investment and wealth management consultants with the skills and knowledge to exploit the new environment in private wealth management. The author tracks the changing demands from the marketplace, explaining how you can take advantage of the upheavals in the financial services industry to move from a role of investment management advisor to that of wealth optimization consultant – fully developing the family office model and providing optimal solutions to the changing needs of your clients.