The family has a team of financial, legal and management advisors who help them. I have helped staffs of financial services, law firms, and family offices, to develop the skills to guide families. To work effectively, advisors need skills in interviewing, convening family meetings, and developing governance to enhance their professional skills. I offer advisor workshops to develop these skills and better serve their family clients.
My past presentations have been applauded by leaders from scores of professional and wealth management organizations, including the Family Business Network, Family Office Forum, Young Presidents Organization, Inc. Magazine, Institute for Private Investors, Family Office Exchange, Family Firm Institute, and many family business associations, wealth management, family investment groups and private banks.