Study Details Modern Approaches to Fees and Pricing in Family Wealth
Transparency and à la carte services create client value. One of the more elusive but also most commonly sought bits of advice when it comes to running single (SFO) and multi-family offices (MFOs) and wealth management firms is how to best price their services. In a recently released report, , the Family Wealth Alliance in association with Schwab Advisor Family Office gives advisors from both ends of the spectrum detailed insights into fee levels, pricing methodologies and discounting. Private clients are increasingly more educated about conflicts of interest and have a deeper focus...
Source: wealthmanagement.com