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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.
 
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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.

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