- Assets under administration
- Assets under advisement
- Assets under management
- AUA
- AUM
- Business sustainability
- Client
- Client-centered services
- Client-facing staff
- Collaboration
- Comprehensive services
- Consolidated reporting
- Cooperation
- Cultivation of Family Capital cluster
- Customized services
- Domain
- EI/EQ
- Emotional intelligence/emotional quotient
- Estate Planning and Legal Issues domain
- Expert generalist
- Family
- Family-Advisory Relationships domain
- Family business
- Family Dynamics domain
- Family enterprise
- Family office
- Family office services
- Family wealth advisor
- Fiduciary
- Financial and Investment Management domain
- Firm type
- Governance and Decision-Making domain
- Health and Well-Being domain
- High-net-worth
- HNW
- Holistic services
- Hub
- Independent ownership
- Integrated wealth advisor
- Integration
- Interdisciplinary
- Investment fees
- Leadership and Transition Planning domain
- Learning, Development, and the Rising Generation domain
- Levels of integration
- MFO
- MSM
- Multi-family office
- Multiphasic Service Model
- Nonfinancial capital
- Practice setting
- Relationship manager
- Resources
- Retainer fee
- Risk Management domain
- Service phase (phase of service)
- Social Impact and Philanthropy domain
- Specialist services provider
- Spoke
- The Ten Domains of Family Wealth
- Trusted advisor
- Trusted team
- UHNW
- Ultra-high-net-worth
- Wealth Creation and Stewardship cluster
- Wealth management
- Assets under administration
- Assets under advisement
- Assets under management
- AUA
- AUM
- Business sustainability
- Client
- Client-centered services
- Client-facing staff
- Collaboration
- Comprehensive services
- Consolidated reporting
- Cooperation
- Cultivation of Family Capital cluster
- Customized services
- Domain
- EI/EQ
- Emotional intelligence/emotional quotient
- Estate Planning and Legal Issues domain
- Expert generalist
- Family
- Family-Advisory Relationships domain
- Family business
- Family Dynamics domain
- Family enterprise
- Family office
- Family office services
- Family wealth advisor
- Fiduciary
- Financial and Investment Management domain
- Firm type
- Governance and Decision-Making domain
- Health and Well-Being domain
- High-net-worth
- HNW
- Holistic services
- Hub
- Independent ownership
- Integrated wealth advisor
- Integration
- Interdisciplinary
- Investment fees
- Leadership and Transition Planning domain
- Learning, Development, and the Rising Generation domain
- Levels of integration
- MFO
- MSM
- Multi-family office
- Multiphasic Service Model
- Nonfinancial capital
- Practice setting
- Relationship manager
- Resources
- Retainer fee
- Risk Management domain
- Service phase (phase of service)
- Social Impact and Philanthropy domain
- Specialist services provider
- Spoke
- The Ten Domains of Family Wealth
- Trusted advisor
- Trusted team
- UHNW
- Ultra-high-net-worth
- Wealth Creation and Stewardship cluster
- Wealth management