Applying State of the Art Practices in Your Family Office

At the 2013 Thought Leaders Council Summit, attendees worked collaboratively on outlining what is considered State of the Industry, common practice, and State of the Art, best practice, in the private wealth management industry today.  FOX led a similar study in 2000, and 13 years later, the industry has evolved radically with not only significant market shifts, but new entrants, new products and capabilities, new servicing processes, new technology systems and more sophisticated clients with dramatically altered expectations.  The result of this research, Best Practices of the Private Wealth Industry will be shared by members of the council.