I’ve written several times about the challenges of advisor succession, and now want to look at this from a family risk perspective. If your advisor is suddenly unable to work, is it the advisory firm’s problem, or yours?
I’ve written several times about the challenges of advisor succession, and now want to look at this from a family risk perspective. If your advisor is suddenly unable to work, is it the advisory firm’s problem, or yours?
Falling from Grace: How Scandals Affect Family Businesses
https://familybusiness.org/content/falling-from-grace-how-scandals-affect-family-businesses
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#familyoffice #wealthmanagement #conflictresolution #strategicmanagement
#nextgensuccession #intergenerationalwealth #governance #leadershipdevelopment
#entrepreneurship
Raising Responsible Heirs
https://davidwerdiger.com/2023/09/raising-responsible-heirs/ A conundrum of wealth creator parents
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#familyoffice #wealthmanagement #conflictresolution #strategicmanagement
#nextgensuccession #intergenerationalwealth #governance #leadershipdevelopment
#entrepreneurship
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