An Inside Look: How Financial Advisors Can Work Best with Family Offices

The family office segment is rapidly growing and becoming more complex. As family offices build out an institutional operational infrastructure and utilize sophisticated approaches to investing, the practitioners leading these family offices are looking to financial advisors to help them solve their most pressing financial and non-financial issues. Financial advisors who can offer tailored services and solutions to ultra-high-net-worth families to address these issues will be the most successful in developing these relationships.

Join Columbia University’s Master of Professional Studies in Wealth Management program on May 18th at 1PM EDT for an interactive, virtual conversation with family office leaders and wealth advisory and structuring experts on how advisors can best work with family offices. Following the conversation, the event will be opened for a question and answer period, where attendees can ask questions directly.

Topics of Discussion Include:

1. What are top-of-mind financial and non-financial issues facing family offices and how can financial advisors help address these concerns?
2. What are the different opportunities for financial advisors to work with family offices?
3. What are the types of customized products and services of interest to family offices?
4. What are the strategies and tactics for financial advisors to build relationships with family offices?
5. What are the different considerations of family office principals versus family office practitioners and what is important in their decision-making process?

Panelists

• Stephen Bodurtha, Executive and Innovator in Investments, Markets and Wealth Management; Investment Planning Lecturer for Columbia University’s Master of Professional Studies in Wealth Management program
• Sid Malhotra, Chief Investment Officer, Kactus Capital Management
• Michael Montgomery, Chief Executive Officer and Chief Investment Officer, Marshall Street Capital, Inc.; Advisory Council member for Columbia University’s Master of Professional Studies in Wealth Management program
• Moderated by: Bill Woodson, Managing Director and Co-Head, Cynosure Wealth Advisors; The Wealth Management Landscape Lecturer for Columbia University’s Master of Professional Studies in Wealth Management program

This event is brought to you by Columbia University’s Master of Professional Studies in Wealth Management program. Uniquely designed to educate working professionals, this 16-month, part-time online program prepares experienced and aspiring wealth management professionals to meet the disruptive challenges of today’s industry. The innovative and rigorous curriculum connects advanced theory with practical applications through problem-based learning while providing students with the educational requirements for the CFP® certification.

For questions, please contact sps-wealthmanagement [[at]] columbia [[dot]] edu.

For additional information about program offerings at Columbia University’s School of Professional Studies, please contact an Admissions Counselor at 212-854-9666 or inquire [[at]] sps [[dot]] columbia [[dot]] edu.