Mind the Gap: What Are the Key Service Differentiators in the Family Wealth Management Industry?

Even the most sophisticated families and family offices find themselves challenged at one point or another by discerning what constitutes high quality advice, staying on top of best practices, and understanding when and how State of the Art providers deliver superior value. 

 

At the 2013 FOX Thought Leaders Council Summit, industry leading advisors and sophisticated family office executives identified hallmarks of State of the Art advice that cut across the various disciplines of family wealth management. While on paper the services that are offered from one firm to the next are much the same…the greatest differentiators between State of the Industry and State of the Art are rooted in “HOW” advice is delivered.