Chat with us, powered by LiveChat

2018 Family Office Services Insights Report

2018 Family Office Services Insights Report

2018 Family Office Services Insights Report

Unison Family Office Services Insights Report (prepared by Bstar) is now available!

Key Insight – What is the future of professional advice? An emerging and growing trend is the need of high value clients such as professionals, specialists, private family enterprises and large farming families to work with a practice that can manage all their needs.
Download the Executive Summary


Family Office Services are ideal for these clients and with new sounding board services technology under development, accountants and financial planners will be able to implement a delivery model that will transform their practice and the way they work with these clients.

Three in four accountants believe Family Office Services can attract clients to their practice, with almost half (46%) stating that these services are particularly attractive to clients within high value segments.

Whilst they present a significant growth opportunity, almost nine in ten accountants consider time restraints and capacity as significant challenges to growing these services, with 52% describing it as major barrier.

In the Family Office Services Insights Report with Unison Financial Group, we share practical strategies to overcome these barriers.

Subscribe to download the FREE executive summary

  • Email Subscription Terms and Conditions

    By subscribing to this service you are giving Bstar Pty Ltd permission to contact you direct via email. You may unsubscribe at any time via the emails sent to you or by emailing with subject ‘optout’.

    Your contact details will not be disclosed to any third party.

    Please note that, to the extent that they are applicable, our Privacy Policy and Disclaimer also apply to members of our mailing list.

Become a Bstar Alliance Partner

Bstar’s Alliance Partner Program is not a tool, it is an online platform that provides accountants and other professional advisers with structure and processes to introduce and grow high margin and profitable, value-adding services. All content and reporting are branded with your practice logo and contact details.

Become a Bstar alliance partner Contact us