Wealthy fear family offices not providing bespoke advice

Pedro Gonçalves
Wealthy fear family offices not providing bespoke advice

Wealthy families are becoming increasingly sceptical on taking wealth advice, harbouring concerns over whether the services provided to them by family offices are truly bespoke, according to a new study. Findings from Sanlam UK and international wealth association Global Partnership Family Officers say the ultra-high net worth individuals who use family office set ups believe the same wealth advice solutions are often given to multiple families. This made them more resistant to seeking ...

To continue reading this article...

Join International Investment

Join International Investment today

Unlock members-only benefits:

  • Unlimited access to real-time news, industry insights, video features and market intelligence
  • Stay ahead of the curve with spotlights on international financial centres, regional trends international advice and global industry leaders
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Hear the latest cross jurisdictional developments in wealth planning, tax, regulation, investing, retirement and protection
  • Members-only access to the Editor’s weekly news roundup newsletter
  • Members-only access to analysis via our exclusive industry polls
  • Be the first to hear about our events and awards programmes

Join now


Already a International Investment member?