Tom McCullough in The Journal of Wealth Management: The Rise of the Integrated Advisor
Over the past several decades, ultra-high-net-worth families have begun to feel exceedingly frustrated with traditional service models offered by advisors, which typically pushed products, lacked a central strategy and ignored family dynamics. In light of this, a new professional role has begun to emerge to meet the complex, evolving, multi-faceted needs of wealthy clients: the integrated advisor.
To help you better understand the developing role of the integrated advisor, their common characteristics and the opportunities that stem from providing integrated management to client families, Tom McCullough, CEO of Northwood Family Office and head of The UHNW Institute’s Financial and Investment Management Domain, recently published a new article in The Journal of Wealth Management titled, The Rise of the Integrated Advisor.
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