San Antonio, TX (Vocus) July 25, 2010
Who: Financial advisors, RIAs, independent and wirehouse reps, private bankers, wealth advisors, trust officers and family office executives
What: Creating a Multi-Family Office Pre-conference Workshop
Guidelines for Financial Advisors Targeting the Financial Elite
When: Monday, July 26, 2010
Where: The Westin Chicago River North
After the recent economic crisis, there are approximately 751,000 affluent families worth $20 million or more commanding $96.8 trillion – the financial elite. For the most part, these exceptionally wealthy families are looking for more from their financial advisors than ever before. Not only are they desirous of high-quality financial services and products, they are also interested in a wide range of value-added services.
The interest in the family office model has never been greater. The financial elite are increasingly looking to create their own family offices. However, few of them will. The real impact will be the movement to multi-family office practices. Financial advisors can effectively compete for exceptionally wealthy clients by creating a multi-family office of their own.
The workshop agenda includes a number of important programs that address the nature of family offices as well as their types and orientation; the role of wealth management services and the use of administrative and lifestyle services.
At 10:30 a.m., an investment management panel will include Thomas Meador, Principal of Michigan Avenue Real Estate Group and David Richman, National Director of Eaton Vance Advisor Institute.
Mr. Meador is available for media interviews before or after the panel discussion.
For more information, please contact Leslie Komet Ausburn @ 210.326.8992 or leslie(at)kometcommunications(dot)com