Value prop for a Family Office

I was referred to an FA and set a meeting 2 weeks ago, and just realized he runs a family office.

I get that he’s a fiduciary, I get that he provides a range of services for high net worth clients, and I get that the move is to focus more on client retention and multigenerational wealth creation than on me referring clients to him, but are there any other CLA value props that you’d lead with to someone who runs a family office?

Is it basically as simple as “we help you grow and preserve wealth of your clients by managing their liabilities?”

Here’s the link to his firm in case this helps: https://plangroup.com/home-2/