Summary: Many advisors who work with ultra-high-net worth families worry that their clients’ children will go elsewhere for advice as soon as they have the chance. If you share this concern, you’ll be glad to hear that the majority of millennial family clients (ages 18 to 33) who participated in the FOX Client of the Future research study say that this isn’t their intent. That doesn’t mean you can sit back and relax.
 “While the essential value proposition for millennial family clients is essentially the same as it is for their parents and has been for their grandparents, what sets them apart are their expectations for how this value will be delivered.”Teresa Bellock, editor at large, Family Office Exchange (FOX) |
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