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.
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.
In this week’s blog, I interview Barbara Hauser, a leading family governance expert who has worked with some of the most complex families from around the globe. Barbara shares some of her insights from working with families from many different cultures.