The Changing Landscape of Global Wealth

Jamie McLaughlin is a management consultant focused on firms who serve the UHNW and family office client segments.
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Podcast: The Changing Landscape of Global Wealth

Jamie McLaughlin is a management consultant focused on firms who serve the UHNW and family office client segments.

Key Highlights

[00:01 – 19:06] How Multi-Family Office Platforms Grow Rapidly

  • Jamie discusses about the overall market 
  • There is a category of multifamily offices called “commercial multi-family office,” which refers to firms that have never had a first family but serve higher, larger families
  • These firms have grown tremendously in the past few years, and many are now seeking larger, more complex clients

    [19:07 – 23:59] What to ask when interviewing a multifamily office

    • Private equity firms typically rotate capital within a business unit for five to eight years, and there is a misalignment of interest between the capital sponsor and employees or clients
    • The traditional 10-year term is problematic, and how younger principles are considering their own transition to commercial multi-family officesInterest rates on debt financing are more expensive, and this may take a tail off the aggressive nature of multiples

     [24:00 – 43:19] Characteristics of Great RIAs

    • The four types of investment firms are: commercial banks, trust companies, RIAs, and brokerage firms
    • The culture of a RIA is often that of a “militant fiduciary”
    • Why sales is seen as a bad word in the RIA culture, and acquiring new clients is often a condition of staying in business

    [43:20 – 47:20] Closing Segment


    Additional Links:

    LinkedIn: https://www.linkedin.com/in/jameshmclaughlin 

    Website: www.jhmclaughlin.com 

    Brian’s Linkedin: https://www.linkedin.com/in/brian-c-adams/ 

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    Excelsior Capital

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    Nashville, TN 37205




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