The Client of the Future: Experience, Expectations and Engagement

The new era of enterprising families will be characterized by an unprecedented transfer of wealth that is currently underway and will continue to escalate over the next twenty years. Unfortunately, not much has been determined about how these new recipients of wealth will actually engage within an existing family management wealth framework.  Family Office Exchange has been leading the charge to examine the 3Es: Experience, Expectations and Engagement of these new and emerging clients of the future and how their perception of the world will ultimately impact the relationship between themselves, other family members, family office executives and advisors with whom they will…or won’t… engage.