Family Office Metrics
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Thought Leader Webinar: Managing the Complexity of Diversified Portfolios
Presented by: Misys Sophis
Wed. Februrary 15, 11am EDT
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Family Office Metrics is the leading provider of technology, operations and strategic consulting to the family office marketplace. |
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We focus exclusively on the family office to provide business and technology solutions that help family offices better serve their clients. We also work with ultra high net worth clients who are considering starting or joining a family office. |
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Our professional consultants leverage our combined business, operational, and technical expertise to develop solutions that address the unique challenges family offices face today-solutions that can carry your family office successfully into the future. |
FOM Updates
Paul McKibbin presents to 200+ family members in Bahrain
Family Office Metrics managing partner Paul McKibbin has just returned from Manama, Bahrain where he presented Shaking the Tree's fourteenth original production - "The Decision" - at the 7th Annual Global Asset Allocation Summit, sponsored by The Family Office Co. BSC(c) ("The Family Office").
Industry News
"SEC's FAQ on the Family Office Investment Advisor Exemption" via American Bankers Association
"Fidelity Introduces WealthCentral App for iPads" via AdvisorOne
"The Family Office Holds Annual Global Asset Allocation Conference For First Time In Dubai" via Zawya
"Asset Class Diversification: A Family Office Perspective on Direct Investing" via Business Insider
