Join this exclusive webinar to learn how Wealth management is evolving into what a landmark ESI ThoughtLab study calls “wealth management 4.0,” and why it’s time for the family office space to evolve with it. The early days of digital adoption are behind us, and family offices need to adapt to this new “digital-first” world.
Join April Rudin, founder and CEO of The Rudin Group, as she discusses this new frontier and what SFO’s and MFO’s need to do to sustain and provide value by increasing efficiencies, insights and controls through internal family office services.
April will explain how family offices can use Wealthtech to distinguish themselves from the competition, hyper-personalize the client experience, and provide value-add services such as bill pay.
