The Family Office Sherpa Family Office Wealth Management: Getting More for Your Spend
11 snips
Jun 8, 2025 Discover how to maximize value in wealth management relationships by asking the right questions. Learn practical strategies to enhance your spending efficacy with wealth and asset managers. Explore the importance of establishing strong connections with financial advisors and how this can lead to better service access. Gain insights into being a proactive client while ensuring impactful engagement to get more from your financial relationships.
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Leverage Counterparty Spend
- Do ask beyond the headline strategy when engaging wealth or asset managers to see what additional value you can access.
- Treat counterparty spend as leverage and ask what else you can get for the fee you pay.
Be A Valued Client
- Try to become a valued client so managers will give you preferential access and bespoke support.
- Ask for custom research projects and proprietary insights if you are treated as strategic.
Tap Manager Research & DD
- Ask managers to help with due diligence and to share their screening or analyst processes to save time.
- Use their investment teams for ideation, tactical ideas, and portfolio brainstorming.