Helping Wealthy Couples Agree On Their Financial Plans
One of the most challenging conversations for a financial advisor to have is getting a married couple to agree on a financial plan. Husband and wife may have very different views on risk, as well as spending and saving priorities.
Helping Wealthy Couples Agree On Their Financial Plans
One of the most challenging conversations for a financial advisor is getting a married couple to agree on a financial plan. Husband and wife may have very different views on risk, as well as spending and saving priorities.
Family Offices Seek To Share Costs
After pulling through the financial crisis, smaller family offices in particular are taking a hard look at their future. And they are realizing that while they may not want to, nor have to, close up
shop, they also may not be able to thrive in a challenging environment of uncertain markets and more complicated regulations—unless they change something about the way they operate.
