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The family wealth community in North America has been on a roll for some time now. The client-centric model that took hold in the 1980s with the advent of fee-only financial planning has spread like wildfire to encompass the entire food chain, from single family offices advising billionaires, multifamily offices advising “mid-market” families of tens to hundreds of millions, and financial advisers advising millionaires.
Family wealth has emerged as the financial-industry topic of this decade, akin to what estate planning was in the ‘70s, investment planning in the ‘80s, financial planning in the ‘90s, and wealth management in the ‘00s. Today family wealth advisors serve 35,000 households that all together account for more than $5 trillion in assets.
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