UHNW families are often surrounded by excellent specialists. The challenge is ensuring that all of that expertise comes together around a coherent understanding of the family and its needs.
Table Stakes 2.0, authored by Tom McCullough, offers an evolved framework for integrated advice, placing the Client at the center, supported by four essential elements: the Firm, the Advisor, the Services and the Process. Together, they provide a practical architecture for delivering advice that is coordinated, comprehensive and built around the family.
To explore the framework further, watch or listen to the companion episode of the UHNW Podcast, available in both video and audio formats.
