As I’ve noted elsewhere [link to post titled Four Misconceptions Advisors Have about Family Governance], family governance and allied services are misunderstood by many advisors to high net worth (HNW) individuals. This misunderstanding, along with the costs...
What’s really going on around family wealth? The term family dynamics is used by family wealth advisors more often than it is explained. Usually they use it to mean things that go wrong in a family due to personalities, relationships, and interactions. I’ve heard...
People working in the areas of family governance, family wealth dynamics, and family financial education are among those with the most integrity, seriousness of purpose, knowledge of their fields, and focus on their clients’ best interests that I know. To me, they...
The proven path to preserving long-term wealth What I call Family Wealth Ways are exactly that—ways to develop and preserve family wealth for generations to come. Family Wealth Ways are rooted in practices drawn from family governance, family wealth dynamics, sound...
