How can family offices -- and financial advisors -- help wealthy families maintain their fortunes?
The Chicago-based Family Office Exchange's newly published Guide to the Professional Family Office is a good place to start. The guide spells out a set of valuable lessons for wealth owners -- rules that it says have "stood the test of time." Here are four of the key issues the organization (more commonly known as FOX) highlights for its member practices.
Register or login for access to this item and much more
All Financial Planning content is archived after seven days.
Community members receive:
- All recent and archived articles
- Conference offers and updates
- A full menu of enewsletter options
- Web seminars, white papers, ebooks
Already have an account? Log In
Don't have an account? Register for Free Unlimited Access