How to Grow Your UHNW or Family Office Practice

We are delighted to have Jon Carroll, President and CEO of Family Office Metrics LLC, as a guest speaker on How to Grow Your UHNW or Family Office Practice. Family Office Metrics, LLC, headquartered in New York, NY was conceived in 2001 when Jon Carroll left the multi-family office where he had worked for seven years previously. Since then, Family Office Metrics has worked with over 125 clients on 200+ projects to deliver total solutions to business, operations and technology problems – solutions designed to evolve with your business.

In this free 30 minute webinar Jon will be discussing best practices used successfully by multi-family offices to expand their family office practices.  Gain an understanding of how leading providers to the UHNWI segment:

·         Define service family office scope and pricing

·         Attract quality prospects via messaging

·         Use technology effectively

Upcoming Webinar: How to Grow Your UHNW or Family Office Practice
Wednesday, June 19th at 2pm EST
Speaker: Jon Carroll, President & CEO, Family Office Metrics LLC

Space is Limited, Sign up today.

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