Creating a Multi Family Office style offering...

Time: Registration and refreshments from 8am; lecture from 8.15 to 9.15.

Speaker: Graeme Price, Head of Strategic Partnerships UBS Wealth Management

In an increasingly commoditised environment value is a perception and increasingly a family office style offering is seen as a mean 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? Should a formal structure be created or simply an a la carte menu? 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.

This lecture is suitable for: Anyone who is focussed on high net worth clients or seeking to move their business upstream

Learning Objectives
At the end of this event, the delegate 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

Speaker Profile
Graeme 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.