The New Family Office: Strategies for Consulting to the Affluent
The book brings together all the possibilities - in terms of servicing mechanisms - advisors and consultants have available to them. In successfully bringing together all of these elements, the author has created an invaluable resource book. --Frank L. Campanale, former President and CEO, Salomon Smith Barney Consulting GroupAny consultant interested in dealing effectively with private clients would benefit from reading this book. While the book deals specifically with the complexities of family offices and how to manage them profitably, it offers numerous insights that can be used immediately by consultants in refining and improving their service, communications, client education presentations, and marketing efforts. The ultrarich might have specific needs and motivations, but in the final analysis, they, too, are people who value an expert adviser who can solve their problems --Book review in IMCA Monitor by Brooks C. Sackett, CIMA, CFP, President, Chief Capital Management IncThis book does an excellent job of tracing the history of the family office, identifying the unique attributes of the service models in use, and providing helpful suggestions that a practitioner can adapt for daily use. In an environment where individual investors are becoming more sophisticated and selective, this book can provide a distinct competitive edge. --J. Richard Joyner, President, Private Wealth Management, Tolleson Wealth Management