The Evolution From Registered Investor Advisor to Multi-family Office
How to get it right so your services are the natural selection for wealth families.
Astute RIAs see the benefits of remaking themselves as MFOs.
The transition can herald higher earnings and long-lasting client relationships. But it requires new capabilities, changed perspectives, adapted processes, and rock-solid back office infrastructure.
In this quick guide, we outline four crucial steps for RIAs looking to grow into full-service multi-family offices.