Tag: investments

A-survey-of-family-office-clients

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 [...]
Related videos
A-survey-of-family-office-clients

Person centred planning: A survey of family office clients

Author: Charles Gowlland, James Kirk (yBC.tv)
The-importance-of-asset-allocation

Business assets must be allocated carefully

Author: Michael Pagliari, James Kirk (yBC.tv)