To build a successful integrated wealth plan, advisors need to collaborate and cooperate as a fine-tuned team. They cannot afford to think of themselves in compartmentalized terms, or the family will suffer. We will examine how your expertise integrates with that of the other advisors in a family’s advisor ecosystem, taking on joint responsibility in the comprehensive, integrated and coordinated process of building family sustainability.

Family Office Exchange, drawing upon its 25 years of research-rich content and experience working with a global network of families, family offices and advisors, has been able to codify the core elements of exemplary advisor service necessary to building an enduring integrated wealth plan. Our experts and industry speakers will give advisors the tools and insights they need to become “master builders” for their families and to network with their peers to exchange ideas, techniques and experiences.