It’s a tempting proposition: Insteadof working with dozens, perhapshundreds, of clients, why notswitch to the multifamily office(MFO) model and work with fewerwealthier clients and their families? Forexample, if your firm currently managesUS$300 million divided among 100clients, imagine how much more timeyou could devote to each client if youmanaged the same amount of assets forjust 10 clients.
Meet the talented individuals who brought their expertise and dedication to this project. Their collaboration, insight, and commitment to excellence were instrumental in delivering impactful results for our clients.
Stay updated with the latest industry news.
Stay updated with the latest industry news.
Whether you're seeking guidance on a complex transaction, exploring investment banking possibilities, or looking for wealth management strategies, our team is here to help.
Provide your email to join our distribution list. By providing your email you consent to receive emails from Salem Partners Wealth Management.