Keynote 4 – How Advisers Can Best Position Themselves for the Family Office of the Future

3.30pm – 4.10pm NZDT, 12 November 2025 ‐ 40 mins

Session

Advisers find themselves at a defining point, maybe even a fork in the road as families undergo significant generational shifts and the value of advice becomes more important. For advisers, how to price their services, define the breadth of their role, and effective engagement sit high on the list of priorities. We will take a close look at all three, enabling you to grasp what may be possible as you maintain and grow your business. We will cover:

• What skill sets should advisers be bringing to the table, and how quickly is that evolving?
• The value of advice: what families are expecting in terms of pricing and service levels
• Pricing levels and expectations that the client wants, and that also serve your needs
• Role scope and creep: sophisticated knowledge versus stretching yourself too thin?
• Effective engagement that builds trust and understanding with the current and next generation.