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Episode 272 – Delivering a Family Office Experience at Scale with Michael Featherman

Episode 272 – Delivering a Family Office Experience at Scale with Michael Featherman

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 Today we speak with Michael Featherman, Head of Advisor Sales and Wealth Consulting at Envestnet, about helping advisors scale their high-net-worth offerings. Michael introduces Envestnet’s Private Wealth Consulting program, a fully outsourced solution designed to deliver a family office experience for clients in the $5–30 million range. By offloading investment management and layering in services … Continue reading Episode 272 – Delivering a Family Office Experience at Scale with Michael Featherman →
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