I was sitting in a meeting with some family wealth advisors recently when someone said: “We want to offer coaching and facilitation to families we work with — but we don’t know when to suggest it, or how.” It didn’t sound like a problem to solve. It sounded like something advisors feel before they can name it. I’ve heard versions of this from many advisory teams, and over time I’ve started to notice some patterns. Often the conversation has already shifted when: • the data ar

I recently joined  Cory Gagnon  on the Legacy Builders Podcast for a rich conversation about how families can build decision-making...

Glad to be included in the 10-year anniversary issue of The International Family Offices Journal, published by  Globe Law and Business...