Family Office Popularity: What’s Behind It and How Wealth Managers Should Respond

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Onawa Promise Lacewell, PhD

Director, Consulting

Onawa Promise Lacewell has a research focus on the impact of disruptive technologies on the financial services sector and on the client-facing technology that wealth managers use to support the digital experience of UHNW and HNW end clients. Specifically, she is interested in how wealth managers use digital portals and mobile apps to support the client experience of UHNW and HNW end clients. Onawa holds a PhD from the University of Missouri.

Recent research assignments and publications include the following:

Behind the Login of Wealth Management Client Portals
Benchmarking of Value-Added Services for UHNW clients
The Rising Popularity of Family Offices
AI Throughout the Wealth Management Lifecycle
UHNW Benchmarking

This research explores how the rising popularity of family offices with ultra-wealthy clients impacts traditional wealth managers.

This report looks behind the popularity of the family office and identifies key drivers of this trend, examines the risks and opportunities that the increasing popularity of the family office with ultra-wealthy clients poses for traditional wealth managers, and explores the role technology providers play in this popularity.

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