Best Practices for Multigenerational Family Enterprise

Best Practices for Multigenerational Family Enterprise

This inventory offers your family a “snapshot” to discover how much you engage in practices identified as important to sustaining your family across generations, and using your family wealth to make a difference in people’s lives.

Client Relationships and Family Dynamics: Competencies and Services Necessary for Truly Integrated Wealth Management

Client Relationships and Family Dynamics: Competencies and Services Necessary for Truly Integrated Wealth Management

One of the most critical decisions a family can make is whom to entrust with the financial resources needed for current and future generations. This choice is not entirely a rational financial decision. It is also about who can best take care of the family in a personal sense.

Core Techniques for Effective Client Interviewing and Communication

Core Techniques for Effective Client Interviewing and Communication

Effective communication between client and advisor is fundamental to the financial advising process. Good communication skills are assumed to be employed by advisors, but in practice these skills have seldom been defined explicitly and are often absent in advisors’ repertoire of client relationship techniques.

Are Your Clients the Huxtables or the Sopranos?: Assessing Family Complexity in Wealth Management

Are Your Clients the Huxtables or the Sopranos?: Assessing Family Complexity in Wealth Management

Accurate upfront assessment of client families can influence many important factors: allocation of resources, choice of relationship manager to assign, likely profitability, stresses on your advisors and administrative staff, and the impact on other accounts due to time spent on high-maintenance clients.
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