Tag: established money

Person centred planning: A survey of family office clients

Author: Charles Gowlland, James Kirk (yBC.tv)

Categories: Entrepreneurs, Family Business, Research
Tags: education, established money, generations, investments, tax
Person centred planning means understanding the needs of the client and working from there. In this TV show Charles Gowlland of Smith & Williamson discusses the survey they did to find out about their family office clients. Research for person centred planning We wanted to understand what our [...]
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