Trends In Family Offices And Multi-Family Offices

Trends In Family Offices And Multi-Family Offices
Bob Casey
04/23/10 4 PM EST
IWI
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Results of the 2nd Annual Single-Family Office Study, the only publicly released research on this marketplace, is the subject of today’s webinar. Advisors interested in family office or multi-family office trends will want to hear about new research by The Family Wealth Alliance, LLC.

At this webinar, you’ll learn about:

  • forces reshaping the top end of wealth management
  • how single-and multi-family offices developed and are evolving
  • what services are purchased and outsourced by these firms
  • concerns about the viability of single-family offices
  • why multifamily offices are the sweet spot of wealth management
  • how single- and multifamily offices are adapting

Speaker Robert W. Casey is a senior editor of Advisors4Advisors and senior managing director of research for The Family Wealth Alliance LLC, a Wheaton, Illinois consulting firm. An experienced business editor, consultant, and observer of the financial advisory industry, Casey developed Bloomberg Wealth Manager magazine and served as editor until the publication was sold in 2005. Casey also served as managing editor of American Banker, founding editor of Your Company magazine (later Fortune Small Business), business editor of the Philadelphia Bulletin, and the original planning editor/Money for USA Today.

He is a graduate of the Medill School of Journalism of Northwestern University and The Wharton School of the University of Pennsylvania, and holds a certificate in financial planning from New York University.

This webinar is approved for IMCA CE credit.


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(Updated: April 22, 2010)
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4.0

Helpful and insightful in understanding the SFO and MFO markets better.

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(Updated: April 22, 2010)
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4.0

Great topic. Slides had too many words per slide.

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(Updated: April 22, 2010)
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5.0

great topic and info for our practice

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(Updated: April 22, 2010)
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4.0

Great information. Presentation was not loud enough or fast paced enough.

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(Updated: April 22, 2010)
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4.0

Great information.

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