Five Questions to Ask Clients Before Creating a Family Office
Are You Willing to “Share the Wealth” Across Family Lines? This is a question many wealthy families ask themselves and one that a private wealth manager should pose if an individual or family is considering creating a family office. The answer isn’t always easy because not all families are created equal. For some families, it’s a foregone conclusion; they want to bring all generations of the family and their diverse viewpoints into investment decision making and share wealth for generations to come. For others, the idea of a family office is interesting, but realistically, not right f...
Source: wealthmanagement.com