Investment and wealth advisors who work with high net worth and ultra-high net worth clients are often uninformed—or, worse, misinformed—about services related to family governance, family wealth dynamics, and family financial education. (Here I refer to those...
What good governance looks like Several years ago, a wealth manager approached me with a problem. The family of one of her clients, a very successful public company CEO, was in disarray. Challenges included spendthrift behavior, family members disrespecting staff of...
