The Missing Link for Family Offices
Overview
Families can face a deluge of competing challenges when managing their wealth which is why successful families rely on an ‘expert generalist’ to safeguard their interests.
Ultra-high net worth (UHNW) families often, despite their good fortune and abundance of resources, struggle with a myriad of challenges associated with wealth management.
This article outlines why the role of a family office "quarterback" is vital to families, what to look for in an ideal candidate, and where to look.