Serving Those Who Serve Wealth J. H. McLaughlin & Co. is a management consulting business focusing on strategy and practice management for wealth management and investment advisory firms, private banks, single and multi-family offices.
The wealth management industry is at a crossroads — extremely challenging business economics leave most firms undercapitalized, under-resourced, and understaffed to meet the demands of families of greater wealth and complexity. At the same time, families evidence a clear preference for highly customized advice and solutions delivered in an objective, conflict-free manner.
While client demand has shifted, few firms have capitalized on this market opportunity. This shift holds profound challenges for both the traditional private banking model as well as the boutiques as few examples of successful implementation exist in either model. This “tension” between firm-level profitability and delivering on the promise of a truly differentiated client experience is at the heart of the challenges facing the industry.
Helping wealth management executives capitalize on this opportunity and deliver on client expectations is J. H. McLaughlin & Co.'s forte.
Why J. H. McLaughlin & Co.?:
- strategy development
- operational efficiency and profitability
- sales and growth strategies
- staff design and talent development
- executive management coaching