The Importance of the Advisor Partnership with Families of Wealth
Overview
New FOX research indicates that families are getting more out of their advisor relationships than ever before as this strategic partnership helps them navigate transitions and better prepare for
the many complex issues faced. Discover how successful advisors are positioning themselves to help families operate in an increasingly complex and unpredictable global environment in the groundbreaking “Strengthening the Partnership” research focusing on:
• Why advisors should build a “Partnership Culture”
• What partnerships look like and how they operate within a family/advisor ecosystem
• Steps advisors can take to strengthen their present and future partnerships