4 Misconceptions Advisors Have about Family Governance

4 Misconceptions Advisors Have about Family Governance

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...
The 5 Biggest Problems with Family Governance Services

The 5 Biggest Problems with Family Governance Services

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...