Event Details
In a pioneering collaboration two years ago, The Family Wealth Alliance partnered with an esteemed customer experience expert at Bain & Company, Eric Almquist, and leaders from prominent multifamily offices and Charles Schwab to embark on a transformative endeavor to understand the experiences of family wealth clients like never before.
The result was the creation of our industry-first Voice of the Client Survey, offering unparalleled insight into the client experience within the realm of family wealth services. Since its inception in 2021, the Voice of the Client Survey has garnered participation from an impressive 1,339 clients.
Now, armed with this wealth of data, Tom and Eric present findings from the inaugural benchmarking report, shedding light on key aspects that shape the family wealth client experience. Learn about the core values held dear by these clients, such as trust, personalization, and communication, as well as how family wealth firms can refine and differentiate their offerings to succeed in this competitive landscape.
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Tom Livergood Founder & Head Family Wealth Alliance |
Eric Almquist Advisory Partner Bain & Company |
