Starting on the Wrong Foot When Creating Family Offices?
According to this week’s contributor, Jim Coutre of Fidelity Family Office Services, in order to create better family offices, practitioners must be honest about what (or who) may be holding the family office back from delivering the highest value to their clients.
Cases for Clients: 2022
In this week’s edition, we continue our periodic series featuring a selection of family business cases previously published in FFI Practitioner.