Shifting domestic and international political forces. Accelerating market volatility. The human and economic toll of COVID-19. In the midst of increasing uncertainty, it’s difficult to assess potential impacts and maintain peace of mind – a situation unsettling for advisors and their clients.
Listen to a discussion on near-term prospects for the global economy and the potential impact of current events on client expectations and the family wealth industry. (Recorded 4/24/2020)
This event is sponsored by Schwab Advisor Family Office
With more than three decades of serving ultra-wealthy families and advisors, Schwab Advisor Services™ has the deep experience and extensive resources needed for today’s single- and multi-family offices. As an industry leader, we combine experts who deliver high-touch service with modern technology. It’s why 288 single- and multi-family offices custody with Schwab and why we are entrusted with $378 billion in ultra-high-net-worth household assets.
Our mission at Schwab Advisor Family Office is to be the most trusted partner to advisors and family office professionals serving the ultra-wealthy community. Our dedicated team of experts is highly specialized in providing what is most critical to the modern family office. We offer subject matter expertise, curated thought leadership, and bespoke events to fuel the success and ensure the sustainability of the family office firms we serve.
Schwab Advisor Services™ serves independent investment advisors 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 Family Wealth Alliance and supported by Charles Schwab.
Family Wealth Alliance is not affiliated with The Charles Schwab Corporation.
Family Wealth Alliance will share your information with Sponsor, Charles Schwab & Co., Inc. Schwab may use it to contact you and to send you additional insights from Schwab Advisor Services™. Read about privacy at Schwab at www.schwab.com/privacy.
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