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Maximizing Your Single-Family Office Leveraging The Power Of Outsourcing And Stress Testing
By Russ Alan Prince, Peter G. Sasaki, Angelo Robles and John J. Bowen Jr.

In a number of ways, the Super Rich—those with a net worth of more than US$500 million— have cracked the code that allows them to attain astronomical financial success. They know the mindset and behaviors that meaningfully increase the probability of building substantial personal fortunes. In addition, they know how to best manage their wealth and address many of their personal concerns. For a great and growing number of the Super Rich, the answer is a single-family office.

In fact, the premier wealth management and lifestyle advisory firm for a large percentage of the exceedingly wealthy is the single-family office. Furthermore, the Super Rich are going to great lengths to identify and incorporate best practices to make their single-family offices ever more effective. This has yielded proven methodologies that deliver great rewards.

Today, thanks to technology, regulatory changes and a fast-evolving private wealth ecosystem, a great many more wealthy families (who are affluent but far from Super Rich) can learn and leverage the best practices of the Super Rich and their exceptional single-family offices to produce outstanding results.

Maximizing Your Single-Family Office pulls back the curtain on the rapidly changing world of single-family offices to reveal:

• The three powerful drivers that are foundational to all high-performing single-family offices
• The deliverables and expertise provided by many single-family offices
• The importance of the growing outsourcing trend in the private wealth industry—and what it means for you
• The power of stress testing and why you should seriously consider it if you are at all unsure about any of the financial and related choices you have made or are considering

Your single-family office should be all about you and what matters to you. Maximizing Your Single-Family Office gives you the knowledge to help ensure that your own single-family office is achieving the superior outcomes you want.

Cost: $300