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The Tipping Point in Family Office Services
Manage episode 413114221 series 3552826
White River Consultants에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 White River Consultants 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
In this episode of the Family Office Success Podcast, host Christi Van Rite delves into the pivotal choices family office firms face when deciding to either build new administrative services internally or to partner with external service providers. She examines the repercussions of these decisions on the future of the firms, recommending that they ensure new services are in sync with their strategic objectives, assess client profitability, gauge their team's bandwidth, and directly determine clients' requirements. Christi also points out the benefits of considering specialized collaborations and outsourcing as alternatives to expanding in-house capabilities, highlighting the cooperative venture between White River Consultants and an RIA client as an illustrative example. She wraps up the discussion by emphasizing the necessity of a deliberate, methodical approach to expanding services and the advantages of engaging with the community for collective wisdom.
10 에피소드
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