|
|
 |
|
| As
a teacher and consultant to financial, business, and legal advisors to families,
I help financial institutions and advisors to craft
personal and legal agreements that respect the values,
intentions and personal concerns of families as they
utilize sophisticated methods of wealth transfer and
asset management.
I
help family advisors—lawyers, accountants,
financial planners, investment bankers—develop
their ability to work with the personal issues of
family communication, conflict and organization,
by creating internal training programs in financial
institutions, mentoring and coaching individual
professionals, and working alongside them to address
these issues with their clients.
| Workshops
for professional advisors include: |
| |
Working With Wealthy Clients
Creating Family Meetings
Process Consulting
How to Help Families Develop Governance Structures
Raising
Wealthy Kids |
|
|
|
|
Services
