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  "documentTitle": "Building a Future-Ready Investment Firm",
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      "text": "To set themselves apart and meet growing investor needs, providers will continue to offer a more diverse set of services over the next three years. With clients seeking to invest with purpose, philanthropic planning and advice on sustainable investing will grow the most, particularly among private banks and family offices.",
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      "text": "Financial education will also rise over the next three years, with 67% of family offices and 60% of private banks planning to offer it. Providers are likewise gearing up to offer more legal advice and tax planning services, with family offices (73%) and private banks (55%) in the lead.",
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      "text": "Providers crossing swim lanes: Our research reveals that investment providers plan to expand into new service areas. For example, 40% of robo advisors plan to offer discretionary investing in three years, 45% of private banks are preparing to offer family office administration, and 55% of asset management firms will offer estate planning. Differentiation through services may become less effective in the future as more investment firms get into the act.",
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      "text": "PQ13. Which of the following personal services does your firm now offer and which will it start to or continue to offer over the next three years?",
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