Registered Investment Advisors
Consulting Services For Wealth Management Firms and Families
Serving Families and Wealth Advisory Firms in the Realm of Multi-Generational Wealth
The wealth management landscape has become increasingly complex for financial services firms and for the families whom they serve.
J. H. McLaughlin is a consulting practice specializing in guiding both families and financial firms through strategic decisions.
What We Do
Our Services
For Families
In an increasingly crowded and confusing market, families may benefit from an insider’s insights on how to choose the right advisory firm. We employ an “escorted auction” process through which we offer expert guidance in selecting an advisory firm that is the right fit, both objectively and viscerally.
For Firms
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. We advise wealth management executives on how to exploit this secular opportunity and deliver on client expectations.
Our Clients
Empowering Leaders in Wealth Management
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