The Elusive $15MM – $75MM Entrepreneurial Family


Notice: Function id was called incorrectly. Product properties should not be accessed directly. Backtrace: require('wp-blog-header.php'), require_once('wp-includes/template-loader.php'), include('/themes/thrive-nouveau/woocommerce.php'), woocommerce_content, wc_get_template_part, load_template, require('/plugins/woocommerce/templates/content-single-product.php'), do_action('woocommerce_single_product_summary'), WP_Hook->do_action, WP_Hook->apply_filters, woocommerce_template_single_price, wc_get_template, include('/plugins/woocommerce/templates/single-product/price.php'), WC_Product->get_price_html, apply_filters('woocommerce_get_price_html'), WP_Hook->apply_filters, Groups_WS_Product::woocommerce_get_price_html, WC_Abstract_Legacy_Product->__get, wc_doing_it_wrong Please see Debugging in WordPress for more information. (This message was added in version 3.0.) in /home/sciacademy/sciacademy.socialjack.com/wp-includes/functions.php on line 5865
$25.00

Between the >$10MM wealthy and the incredibly UHNW Family Office of $300MM lies the oft misunderstood and under-appreciated family business founder, family, and staff who have concentrated risk and have prevailed against the onslaught of business, personal, and advisory challenges. What do they think, want, and need? Why do they heed some advice and not others? How does an advisor differentiate him/herself with true “value-add” services and enjoy high client retention and amazingly higher fees year-after-year? Hint: It isn’t firm size that matters and transactional mindsets seldom work.

(Purchase of this product will include a PDF copy of the presentation.)

Presented by Carl Sheeler, PHD, CBA, AVA and Joe Strazzeri, Esq.

Click play to watch a short video about ‘The Elusive $15MM – $75MM Entrepreneurial Family’

Want a discount? Become a member by becoming a Basic or Premium member.

Categories: , , , , , , Tags: ,

Description

Between the >$10MM wealthy and the incredibly UHNW Family Office of $300MM lies the oft misunderstood and under-appreciated family business founder, family, and staff who have concentrated risk and have prevailed against the onslaught of business, personal, and advisory challenges. What do they think, want, and need? Why do they heed some advice and not others? How does an advisor differentiate him/herself with true “value-add” services and enjoy high client retention and amazingly higher fees year-after-year? Hint: It isn’t firm size that matters and transactional mindsets seldom work.

(Purchase of this product will include a PDF copy of the presentation.)

Presented by Carl Sheeler, PHD, CBA, AVA and Joe Strazzeri, Esq.

Click play to watch a short video about ‘The Elusive $15MM – $75MM Entrepreneurial Family’

Related products