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Vol 22 No 4 April/May 2017

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New Family Office: Strategies for Consulting to the Affulent

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ISBN13: 9781843740643
ISBN: 1843740648
Published: March 2003
Publisher: Euromoney Institutional Investor
Country of Publication: UK
Format: Paperback
Price: £175.00

An invaluable educational tool, The New Family Office: Innovative Strategies for Consulting to the Affluent provides investment and wealth management consultants with the skills and knowledge to exploit the new environment in private wealth management. Lisa Gray tracks the changing demands from the marketplace, explaining how you can take advantage of the upheavals in the financial services industry to move from a role of investment management advisor to that of wealth optimization consultant - fully developing the family office model and providing optimal solutions to the changing needs of your clients.