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Robert Testa

August 31, 2011

Asset managers are failing to connect with family offices, despite family offices controlling up to $1 trillion of the US’s wealthiest families’ assets, a report from Cerulli Associates shows.

Asset managers are failing to connect with family offices, despite family offices controlling up to $1 trillion of the US’s wealthiest families’ assets, a report from Cerulli Associates shows.

Robert Testa, lead author of the report, said this disconnect is influenced by business development strategies and ongoing support issues.

Read the full story over at CampdenFO.  

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