Request Your Free White Paper Now:
"How Multi-Family Offices Meet the Needs of the Ultra-Affluent"
A Multi-Family Office can simplify some of the complexities of the ultra-affluent. It just takes smart planning, the right tech, and an independent mindset! Download the full Multi-Family Office perspective report to learn more. TRG (0923-348R)
It’s no secret: being an independent Registered Investment Advisor means having the freedom to always do what’s right for your clients. With ultra-affluent clients, extra special attention and resources are needed. Enter the Multi-Family and Single-Family Office. Through a broader suite of services and expertise, these firms help families oversee their entire financial lives while preserving their privacy, objectivity, and access to solutions. And there’s a growing need for more.
“In this industry, the more solutions you provide, the happier and more satisfied clients are, and the more willing they are to provide introductions to you.” ~Shannon Kennedy, Global President at BMO Family Office.
To see what it takes to build the Multi-Family or Single-Family Office you’re dreaming about, and what the future has in store, download this white paper with comprehensive perspectives, model breakdowns, and more.
Schwab Advisor Services™ serves independent investment advisors and Charles Schwab Investment Management, Inc. (“CSIM”) and includes the custody, trading, and support services of Charles Schwab & Co., Inc. (“Schwab”), member SIPC.
Independent investment advisors are not owned by, affiliated with, or supervised by Schwab.
This is a sponsored feature developed by Schwab and supported by ThinkAdvisor.
ThinkAdvisor is not affiliated with The Charles Schwab Corporation. Any mention of third-party firms or individuals is not and should not be construed as a recommendation, endorsement, or sponsorship by Schwab.
ThinkAdvisor will share your information with Sponsor, Charles Schwab & Co., Inc. Schwab may use it to contact you and to send you additional insights from Schwab Advisor Services™. Read about privacy at Schwab at www.schwab.com/privacy.
©2023 Charles Schwab & Co., Inc. All rights reserved. Member SIPC.
Offered Free by: Schwab Advisor Services
See All Resources from: Schwab Advisor Services