Updated Friday, August 22, 2014 as of 11:49 AM ET

4 Key Ways to Help Wealthiest Families

How can family offices -- and financial advisors -- help wealthy families maintain their fortunes?

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Comments (5)
Great article! I would like to add a fifth point if I may. Having a real legacy conversation with multiple generations of the matriarch and patriarch's family can be the most emotionally powerful thing an advisor can facilitate. You will be looked at as the family's advisor if you get everyone in a room and talk about values and the family's history.
Posted by matthew h | Tuesday, January 07 2014 at 7:54AM ET
Great article! I would like to add a fifth point if I may. Having a real legacy conversation with multiple generations of the matriarch and patriarch's family can be the most emotionally powerful thing an advisor can facilitate. You will be looked at as the family's advisor if you get everyone in a room and talk about values and the family's history.
Posted by matthew h | Tuesday, January 07 2014 at 7:54AM ET
Great article! I would like to add a fifth point if I may. Having a real legacy conversation with multiple generations of the matriarch and patriarch's family can be the most emotionally powerful thing an advisor can facilitate. You will be looked at as the family's advisor if you get everyone in a room and talk about values and the family's history.
Posted by matthew h | Tuesday, January 07 2014 at 7:54AM ET
Great article! I would like to add a fifth point if I may. Having a real legacy conversation with multiple generations of the matriarch and patriarch's family can be the most emotionally powerful thing an advisor can facilitate. You will be looked at as the family's advisor if you get everyone in a room and talk about values and the family's history.
Posted by matthew h | Tuesday, January 07 2014 at 7:54AM ET
Great article! I would like to add a fifth point if I may. Having a real legacy conversation with multiple generations of the matriarch and patriarch's family can be the most emotionally powerful thing an advisor can facilitate. You will be looked at as the family's advisor if you get everyone in a room and talk about values and the family's history.
Posted by matthew h | Tuesday, January 07 2014 at 7:54AM ET
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