At the Family Office Metrics (FOM) Op Tech convention last September, Paul McKibbin, a principal of FOM, presented some excellent tools that his firm uses to evaluate the success of business strategies, operations, technology integration, and other quantifiable elements of family office type services routinely provided by advisors to very high-net-worth clients.
However, when I spoke with McKibbin afterwards, it became apparent that while estate planning for very high-net-worth clients has had a dramatic impact on family offices and the advisors who serve them, there are no known metrics to evaluate their success or failure.
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