Providing market research reports, industry analysis, company profiles and country reports for strategic planning, competitive intelligence, marketing and business research.
Search for Market Research Reports:    

Single-Family Office: The Ultra-High-Net-Worth Wealth Management Laboratory

Published by: TowerGroup

Published: Mar. 12, 2007 - 11 Pages


Table of Contents



TowerGroup Take-Aways

Report Coverage

Vision: Impact and Opportunity for the Financial Services Industry

Wealth Management for the Ultra-High-Net-Worth Family

Exhibit 1 Critical Wealth Management Success Factors for Institutions Serving Ultra-High-Net-Worth Families

UHNW and the Single-Family Office

What Is a Single-Family Office and Why Start One?

Exhibit 2 Single-Family Office: Self-Determined Wealth and Lifestyle Management in Ultra-High-Net-Worth Family

What Does a Single-Family Office Do?

Primary Challenges to Running an SFO

Data Management

Nontraditional Investments

Complex Legal Structures

Exhibit 3 To Serve an Ultra-High-Net-Worth Family, Create and Administer Complex Cross-Ownership Structures

Multinational Complexity

Infrastructure Requirements of a Single-Family Office

Exhibit 4 Single-Family Office Infrastructure Serves a Wide and Complex Spectrum of Family Financial Needs

Core Administration

Internal Network and Applications

Family and Advisor Web Portal

No Dominant Technology Option in Single-Family Office Market

Summary

Abstract

The ultra-high net worth (UHNW) family attracts extra attention from financial services institutions (FSIs) because of the group's high percentage of total investable assets. UHNW customers require highly customized solutions. Many have the wealth and wherewithal to set up single-family offices (SFOs) to marshal best-of-breed FSI resources to meet their needs. This TowerGroup Research Note examines wealth management for UHNW, the role played by SFOs, and the fragmented technology landscape. In addition, the Note provides insights into opportunities for FSIs both to work with SFOs directly and to indirectly learn best practices from SFOs on how to service the UHNW marketplace.

Get Full Details About This Report >>
US: 800.298.5699
Int'l: +1.240.747.3093
Buy this Report
Price and Delivery Options
Search Inside Report


 

About MarketResearch.com
MarketResearch.com is an online aggregator selling over 160,000 market research reports, company profiles and country profiles from over 600 research firms. Our reports will provide you with the critical business and competitive intelligence you need for strategic planning and marketing research. Coverage includes the US, UK, Europe, Asia and global markets.

 

© MarketResearch.com 2008