For Advisors

Truth is, it’s a best practice for growing and preserving wealthInvestment 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 services collectively as “family governance.”)

Four steps that can add value for the right type of firm and clients As I’ve noted elsewhere, family governance and allied services are misunderstood by many advisors to high net worth (HNW) individuals.

Why many families that could benefit, don’t 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 are among the unsung heroes of capitalism.