How financial advisors can get family offices and high net worth individuals as clients

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“I want to upgrade my client base and work with ultra high net worth individuals and Family Office clients. How do I meet them?”

Whoa, let’s press pause for a second.

These are some of the richest families in the world. Are you ready to present yourself to them?

I studied several of the wealth managers who work with Family Offices. It depends on how high you go, but in some cases these types of clients function more as institutions than an as individuals – and their needs reflect that.

Take these actions TODAY:

Write articles and be ready to discuss, at length, topics like these:

  • Estate planning for complex family situations (divorce/remarriage/blended family)
  • Family communication in a family business
  • 1031 Exchanges
  • Family Foundations
  • Creating a Board of Directors for your business
  • Direct lending for your business
  • Managing cross border assets
  • Valuing and appraising Fine Art
  • Managing loans between family members
  • Inflation’s impact on luxury goods and services
  • Executive compensation/stock options
  • Best luxury resorts across the world
  • Rare coins as an investment
  • How to buy a private jet
  • Have high quality, professional photography and videos on your website and social media. Wear a suit and present yourself conservatively.
  • Respond to the expectation for specialized, high touch services. Several of the wealth managers had specialists in-house such as: Chief Philanthropic Advisor, Head of Tax Planning, Family Legal Counselor, Trust Officer
  • If you can’t hire these specialists, work out an arrangement with a close third-party with this expertise. It has to be air-tight and you will be the client liaison, not them.

Sara’s Upshot

It’s not just a case of how things look. You have to prepare to actually have the resources that a client with “ultrawealth” would need. That is the first step.

In future Dailys, I will talk about how to find and connect with ultrawealthy clients.



BOOM – there you go, today’s marketing tip for ya!

-Sara G

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Thanks for reading. See you in the next one!

-Sara G

Grillo Investment Management, LLC will strive to maintain current information however it may become out of date. Grillo Investment Management, LLC is under no obligation to advise users of subsequent changes to statements or information contained herein. This information is general in nature; for specific advice applicable to your current situation please contact a consultant or advisor. Nothing on this website shall be construed as compliance or legal advice of any sort; for such advice, consult with your compliance officer or attorney.

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