Delivering Value Through a Trusted Advisor Ecosystem
Overview
Rising family expectations paired with greater complexity have accelerated the need to work more closely with teams of advisors. It has become increasingly challenging to deliver against the breadth and depth of services family members require. Learn from three different family office situations about the value of trusted experts and how to partner to achieve the greatest value and success. In this session we’ll also explore how to build family and MFO partnerships that have long-term sustained value, what great direct investment partnerships look like and how to find them, and how to create a family educational ecosystem of experts and resources.
David Toth, Managing Director, Family Office Exchange
Katherine Dunlevie, Managing Director and Executive Vice President, The Family Office at Synovus
Lisel Morris, Branding, Strategic Projects Manager, AMS Hospitality
Mindy Kalinowski Earley CMP, CFBA, Chief Learning Officer, FOX Family Learning CenterTM
Jonathan Tunner, Director, Private Investment Opportunities
Insights and Key Takeaways
One of the most important aspects of the family office today is delivering value through a trusted advisor ecosystem and advancing your partnerships. Here we explore three examples of how partnership is key to the success of the family office.