How Should the Wealthiest Families Be Supported? Dan Burke Talks to ThinkAdvisor
As advisors to ultra-high-net-worth investors, we must use our experience and tech stack to meet clients’ expectations. As with all obstacles, the challenge itself makes us better, and advisors who take on the technology gap that exists for the wealthiest families will be positioned to bring together high tech and high touch to best serve their clients.
Our Investment Partner, Dan Burke, shared his thoughts on how we approach technology for our own clients in a guest piece for ThinkAdvisor.