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Advent

August 16, 2010

The increase in ultra-high net worth families around the world—especially in the emerging economies of Asia, the Middle East and Latin America—makes family offices a growing force in the global investment market. But if family offices are to live up to the high expectations of their client families, they must offer an exceptional level of service.

The increase in ultra-high net worth families around the world—especially in the emerging economies of Asia, the Middle East and Latin America—makes family offices a growing force in the global investment market. But if family offices are to live up to the high expectations of their client families, they must offer an exceptional level of service.

March 4, 2009

Since they serve a limited number of specific clients, the definition of success for family offices will be clearly enumerated in the mandates they receive: to meet, and preferably exceed, the wealth preservation and accumulation goals of the family members they serve.

This third article in a series of six is written by Mats Berggren, director of sales, Advent Software EMEA.

Since they serve a limited number of specific clients, the definition of success for family offices will be clearly enumerated in the mandates they receive: to meet, and preferably exceed, the wealth preservation and accumulation goals of the family members they serve.  

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