Investment Consulting and Its Evolving Role in Advising Family Offices
By Scott Welch
The rise of insti-viduals€”individuals whose needs are virtually institutional in their complexity€”means that the demand for investment consultants is likely to grow. But it also means that consultants must meet the requirements of ever more sophisticated clients. Indeed, the key to success for consultants may be the ability to differentiate themselves not through quantitative performance but through the qualitative aspects of the services they provide.