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
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
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
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.
From Family Therapist to Family Business Consultant
There are some important insights for a therapist from my adventures in family business. I think family business consulting represents one example of how therapists might react to changes and frustrations in their own practices by moving into a wider world, and finding new arenas to apply their learning.
