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...
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...
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...
