Acting Globally, Thinking Locally: Meeting the Complex Needs of Today’s UHNW Clients
By Kevin Moran
Wealth Management, Family Office
Introducing the Family Office Operational Excellence Report
Published May 6, 2024
We are pleased to share the inaugural Family Office Operational Excellence Report developed in partnership with Campden Wealth, a renowned global membership and research organization.
The report offers unparalleled insights into the inner workings of single family offices amid increasingly complex business challenges and the factors impacting their operations. Topics covered include cost, staffing, technology, outsourcing, succession, governance documentation and satisfaction.
Download the report below.
