Marketing meets the family office sector

Edward Marshall, Global Head of the Family Office Group, is joined by April Rudin. April is a widely acknowledged marketing strategist for the financial services sector. Her firm leads marketing campaigns for some of the largest wealth management firms and family offices. Together, they discuss how single family offices, multifamily offices, and advisors to the private client space should think about marketing and strategy. They also discuss how advisors and multifamily offices can present unique value propositions in a crowded space. The conversation includes April’s ideas on strategic communication tips for single family offices and families who want to develop a brand strategy.