Blog

Major Life Issues and the Financial Review When Assessing the Family Office Baseline

Posted by Dr. Kirby Rosplock on 28 October 2014

In this week’s blog post, I discuss preparing for major life issues and the financial review when assessing the family office baseline. This information will be used to explore and determine the practical needs of a family when considering a family office structure.

Read the full post

Tags: , , , , , ,

Next Generation Training an Interview with Jennifer Muntz

Posted by Dr. Kirby Rosplock on 7 October 2014

In this week’s blog, I interview Jennifer Muntz, CEO of FamilyCLO - a consulting firm that specializes in family education, next generation training and facilitation of family meetings. Preparing all family members for the responsibilities of a family business or family wealth is top of the mind in the wealth management space. Below are some of Jennifer’s insights on navigating this complex terrain.

Read the full post

Tags: , , , , , ,

Viewing entries posted in October 2014