The Mindset Of A Successful Multi-Family Office

BY Evan Jehle, Amy Schwartz

From the outside looking in, many advisors see the multi-family office model as one they wish they had. To have just a few clients with huge profit margins is the dream. However, it is not easy to be successful in this space.

Russ Alan Prince of R.A. Prince & Associates, Inc, in conjunction with Financial Advisor and Private Wealth magazines, hosted the second annual Creating an Exceptional Family Office Experience conference in Boston, Mass.

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