A Focus on Talent: 2024 Family Wealth Advisor Survey Research Brief
Overview
As part of our commitment to help the community of those who serve Ultra High Net Worth (UHNW), we recently completed our annual Family Wealth Advisor Survey (FWAS).
The 146 respondents to our most recent survey shared valuable insights into the health of their businesses, the challenges they are facing, and what they are doing to build and strengthen their businesses.