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Abstract
How should advisers and multi-family office (MFO) professionals serving investors and families be building portfolios and running their businesses? How can they help clients to achieve evolving goals and objectives and/or take advantage of industry trends? Are there “best practices” among successful, profitable, and fast-growing advisers that can be identified, analyzed, and adopted? This article is a summary of six available tools or solutions available to MFOs that can empower them to build portfolios and manage practices that are well-positioned to address the sophisticated and evolving demands of the HNW families of the future.
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In this issue
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- Article
- Abstract
- OUTSOURCE YOUR CHIEF INVESTMENT OFFICER
- BUILD THEMATIC OR ‘WHY VERSUS WHAT’ PORTFOLIOS
- OPTIMIZE ACTIVE MANAGEMENT FEES
- ACTIVELY ADOPT AND EMBRACE UNIFIED MANAGED ACCOUNTS (UMA)
- TAKE FULL ADVANTAGE OF THE EVOLUTION OF ALTERNATIVE INVESTMENTS
- USE TECHNOLOGY AND PERFORMANCE REPORTING AS A BUSINESS DEVELOPMENT AND CLIENT EXPERIENCE TOOL
- SUMMARY: FOCUSING ON SIMPLICITY, THE CLIENT EXPERIENCE, AND THE LEFT SIDE OF THE DECIMAL POINT
- ENDNOTES
- Info & Metrics
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