Serving Those Who Serve Wealth
We are a management consulting business focused on strategy and practice management for wealth management and investment advisory firms, private banks, single and multi-family offices who serve complex wealth.
The wealth management industry is at a crossroads – a profound shift in demand favors objective advice but extremely challenging business economics leave most firms undercapitalized and under-resourced to meet the demands of families of greater wealth and complexity.
Advising wealth management executives on how to exploit this secular opportunity and deliver on client expectations is J. H. McLaughlin & Co.’s métier.
