Tag: lead advisor

High net worth families want 2 things from professional advisers

Author: Frank Akers-Douglas, James Kirk (yBC.tv)

Categories: Family Business, Getting advice
Tags: generations, lead advisor, Smith & Williamson, youth
High net worth families want a good relationship with their advisors as Frank Akers-Douglas explains in this TV show. High net worth families’ survey One was that most of the interviewees that we surveyed and spoke to felt that their professional advisors needed to work closely together and in particularly they would have a lead [...]
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