Trends in Integrated Wealth Advisor Selection
Overview
It’s no surprise that the integrated wealth advisory industry focused on ultra-high net worth families is highly competitive. This session will take a smart look at the selection process from the perspective of families and advisors. The discussion will cover trends in advisor selection as well as key elements driving the search process. What are families doing to identify the right advisors and what are they seeking? How are successful advisors attracting clients? Case studies and examples will be explored to derive lessons learned by advisors and families during this session.
Panelists: Wally Head, Vice Chairman, Gresham Partners, LLC
Drew McMorrow, President & Chief Executive Officer, Ballentine Partners
Moderator: Charles B. Grace, III, Managing Director, Family Office Exchange