Ultra High Net Worth (UHNW) families, individuals and their family offices are sophisticated, smart and complex, and have access to the finest intellectual capital and choice of solutions available. Providers of all disciplines are more than willing to serve these clients and strive to get their message out to this client segment to let them know why they are the appropriate solution for them.  So why is this market so challenging for both clients and ... more

Research: Top Challenges Facing MFOs in 2012

My Turn: Provider Relevance in the Ultra High Net Worth Market

Casey's Chronicles: Multifamily Office Investment Vehicles

We all have something to learn from the single-family offices. By and large they are not fixated on how to charge their family clients. Nor does their definition of success revolve around it. Some would say that the SFOs deliver the purist ... more