Sandi Bragar, Chief Client Officer for Aspiriant, joined Julie Cooling, Founder and CEO of RIA Channel, to discuss the service model for family office and private foundation clients.
Aspiriant is one of the largest RIAs in the country. Bragar attributes the firm’s success to its independence and employee ownership, which allows it to focus on its clients and employees without needing to satisfy outside ownership interests. Aspiriant focuses on building intimate relationships with clients, taking the time to understand who the clients are and the goals and values that are important to them.
Aspiriant offers comprehensive wealth management and family office services, as well as outsourced CIO services for private foundations. The firm works with multi-generational families on plans to transition wealth to the next generation and build the competency and skills of the next generation to receive the assets. Transitions also include estate planning and risk management.
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