How Can RIAs Start a Multi-Family Office Practice?

Published on October 29, 2024

Here, we'll explore why serving family offices is a natural fit for many RIAs, discuss the considerations that need to be factored in when launching an MFO practice, and offer a roadmap for successfully building one.

Continue reading on website
Other news

Kestra Adds $1.4B Florida Team From B. Riley

October 29, 2024
Boca Raton-based Wealth Empowerment Financial Strategies joins Kestra Financial from B. Riley Wealth Management, which is reportedly in talks to sell to Stifel.

Niche Slapped: If Everyone Is Your Client, No One Is Your Client

October 29, 2024
There is a demographic that likes to work with you and consistently hires you – you probably just don’t have it defined for you and your team. If you don’t know who you work best with, there is no way that your prospect efforts will be profitable. Rather, they will be coincidental.