The Fifth Noble Profession

Overview

Families of significant wealth rightfully expect their attorneys, investment professionals and CPAs to be among the best, the brightest and the most effective. It’s time they expect the same from their banker. Banking has lagged the industry in evolution and innovation and is understandably seen as a commodity. The only way banking can be seen in a different light is for families to see that a new way is possible; one where bankers are always looking out for families, and where family offices are open to accepting strategic advice and don’t feel threatened by bankers who can add value and insight.

Advisor Thinking