Episode Details

In this episode of Wealth Strategies Unleashed, Robert Gilliland sits down with Adam Malamed, CEO of Sanctuary Wealth, to unpack what the next 5–10 years will look like for clients and what they should expect from modern advisory firms.

They dig into three major shifts shaping the future:

• AI inside the advisor-client relationship - not as a replacement for personalization, but as a force multiplier. Adam explains how tools reduce admin work so advisors can spend more time on strategy, clarity, and real conversations.
• The “democratization of the family office” - services that used to be reserved for ultra-wealthy families are moving downstream. Clients are increasingly looking for a “financial quarterback” who coordinates planning across taxes, estate, insurance, business decisions, and family dynamics rather than a transactional relationship that only shows up during tax season or when a will gets drafted.
• The rise of alternative investments - Adam makes the case that the traditional retail portfolio has historically produced far different outcomes than institutional portfolios, largely because institutions use more non-correlated assets and alternatives. He explains why access has expanded dramaticallyand why many clients will likely see higher allocations to alternatives over time when appropriate and understood.

They also emphasize what clients should actively demand going forward:

• More differentiated products (beyond the same public-market menu)
• More services (planning that touches real-life decisions, not just performance reports)
• More tailored solutions (“one size fits one”)
• More modern experiences (how information is delivered, how families are included, how next-gen planning is handled)
  
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The information contained herein is intended to be used for educational purposes only and is not exhaustive. Diversification and/or any strategy that may be discussed does not guarantee against investment losses but are intended to help manage risk and return. If applicable,