Research on the competitive landscape, including trend analysis, product development & asset flows  

Create training programs for sales teams & related parties on positioning strategies

Develop white papers, articles & presentations on the role and usage

Present research at industry conferences and to key stakeholders 

Research on the use of complex strategies (Alternatives, Factor Strategies, ESG, etc.)

Create training programs for advisors – deliver in various forums

Develop educational materials & content for advisors & clients

Present research to advisors and clients

Competitive research on the needs, wants & desires of large families 

Create research reports for families on trends & opportunities

Develop educational materials & content for family members

Present research to family members and interested parties