What affect has the referendum result had on the Family Office and the Private Client services world?
Here at Agreus business is very busy but we wanted to see if that was a true reflection on the Private Client and Family Office industry. Prior to Brexit we conducted a Survey on the thoughts of our Family Office clients.
Brexit is thankfully being talked about less and less at social functions, however it is still very much an interesting area of debate. We thought we would gauge the current market conditions and conduct a survey with our client base across the Family Office and Private Client industry and share the results with you.
To receive a copy of the survey please complete one of the 2 surveys below:
Family Office survey – Please complete if you are the Principal or employee of a Family Office:
https://www.surveymonkey.co.uk/r/BHDTYHN
Private Clients Survey – Please complete if you are the owner or employee of a Private Client Wealth & Asset Manager, Private Client Trust & Fiduciary Services Company, Private Client Accountancy or Private Client Law Firm:
https://www.surveymonkey.co.uk/r/BNW9ZHY
This will only take 2 mins of your time. Thanks in advance and we look forward to sharing the results with you.