It’s no secret: being an independent Registered Investment Advisor means having the freedom to always do what’s right for your clients. With ultra-affluent clients, extra special attention and resources are needed. Enter the Multi-Family and Single-Family Office. Through a broader suite of services and expertise, these firms help families oversee their entire financial lives while preserving their privacy, objectivity, and access to solutions. And there’s a growing need for more.

“In this industry, the more solutions you provide, the happier and more satisfied clients are, and the more willing they are to provide introductions to you.” ~Shannon Kennedy, Global President at BMO Family Office.

To see what it takes to build the Multi-Family or Single-Family Office you’re dreaming about, and what the future has in store, download this white paper with comprehensive perspectives, model breakdowns, and more.

Schwab Advisor Services™ serves independent investment advisors and Charles Schwab Investment Management, Inc. (“CSIM”) and includes the custody, trading, and support services of Charles Schwab & Co., Inc. (“Schwab”), member SIPC.

Independent investment advisors are not owned by, affiliated with, or supervised by Schwab.

This is a sponsored feature developed by Schwab and supported by ThinkAdvisor.

ThinkAdvisor is not affiliated with The Charles Schwab Corporation. Any mention of third-party firms or individuals is not and should not be construed as a recommendation, endorsement, or sponsorship by Schwab.  

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