Private Wealth and Financial Advisors: The Next Chapter

A Look at the Complex World of Family Offices and Financial Advisors

Private wealth is a broad term that ties together key allocators such as family offices with financial advisors and high net worth individuals. Wealth management is the process of growing and protecting private wealth. The content selected below aims to provide an inside view into the world of private wealth, focusing primarily on family offices and financial advisors.

How Single Family Offices Are Balancing Tradition and Transformation (EY, 2022)

This study conducted by Longitude on behalf of EY Private provides crucial information about what is on the mind of decision-makers within single family offices globally.

Future of Global Wealth Management (KPMG, 2022)

Wealth management is evolving. Although the sector's growth potential is huge, it is no longer only about products; advice is also becoming a more central part of this practice.

The Value of Personalized Advice (Vanguard)

For compliance reasons, this paper is only accessible in the United States

Financial advice needs to be tailored to each client's investment needs and unique circumstances. The value of personalised or bespoke advice should not be underestimated.

A Relationship-building Opportunity For Financial Advisors (SSGA | SPDR)

For compliance reasons, this paper is only accessible in the United States and Canada

Volatile markets can put pressure on investor sentiment. It is during such times that financial advisors have the opportunity to build a trust-based relationship with clients.

The Family Office Where Cash is King (Charles Skorina, 2022)

How family offices think about capital allocation may be quite different than what the outside perception may be. Liquidity provides the capacity to build and protect wealth.

Webinar: The future of wealth management (CAIA, 2022)

A panel discussion focused on the future of wealth management in a disrupted world. Part of the conversation is on the role of alternatives within wealth management.

Family Office Direct Investing Survey (TFOA, 2022)

This timely survey explores the key drivers behind family offices making direct investments in private companies.

Family Office Deals Study in Commercial Real Estate 2022 (PwC)

Family offices have become bigger players across the European investment landscape in recent years, becoming involved in key sectors such as commercial real estate.