Delivering Your Virtual Family Office Client Experience

Delivering Your Virtual Family Office Client Experience
15 May 2020 by Brooke Morimoto

Like all industries, the family office community has been forced to pivot to exclusively virtual client service in just two months. What impact is this having on the high-touch client experience firms have worked so hard to perfect? In this on-demand webinar, we revisit the crowd-favorite Client Experience panel from our 2020 Alliance Summit in light of the recent crisis. Hear Matter Family Office and Brown Advisory discuss how family offices can maintain and enhance their client experience in this new virtual normal.

Speakers
- Kathy Lintz, Partner and Managing Member, Matter Family Office
- Dune Thorne, Head of Client Experience, Brown Advisory
- Moderated by Brian Hughes, President & Founder, Hughes Growth Strategies, Co-Founder, Touchpoint Growth Strategies

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