Creating a multi-family offering

Speaker

Graeme Price has spent 28 years within the financial services sector, starting at the accountancy firm Kidsons, before working in both direct sales, as an IFA and a variety of sales roles within the life company arena. Graeme joined UBS in 2007, with responsibility for identifying strategic partners, consulting with them to assist in the enhancement of their existing business models. He has a particular interest in the use of financial planning to widen access to the philanthropy sector and allow clients to use their money as a force for good.

Session

In an increasingly commoditised environment value is a perception and increasingly a family office style offering is seen as a means of creating value. The problem is often one of where to start; what is essential, and what is just “nice to have”, with this type of service? Will this improve the flow of high net worth clients from professional connections? This talk will share best practice and ideas to consider when establishing or refining your multi-family office proposition.

Learning Objectives

After attending this event, you will be able to identify:

• all of the possible facets within a multi-family office offering

• current best practice in this sector of the advice market

• the benefits and pitfalls of adopting such a strategy.

Agenda

Registration & light breakfast: 08:00 - 08:30

Session start time: 08:30

Session end time: 09:30

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