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Advising the Ultra-Wealthy: The State of the Industry

Wed, 12 Jun 2019 19:07:19 GMT

The Family Office Exchange (FOX) has released a report on the state of the ultra-wealthy advisory business. The report, based on a survey and interviews, draws three broad conclusions: first, the business is in a healthy condition; second, its value proposition is in transition, away from asset-based and toward retainer-basedRead More