Natalie Briaud Pine spent nearly a decade in finance before she called her mom from London, where she was an investment banking analyst for Goldman Sachs, and asked if there might be a role for her in Bryan, Texas, at Briaud Financial Advisors. She felt her mother's excitement at running her own business and admired her success. "I wanted to work with someone who had her interests aligned with the client," Natalie says.

Lucky you, if like Janet Briaud, Judi Brown, Lew and Karen Altfest, and Ron Weade, your business-minded child is willing and able to join you in your practice and keep the lights on when you retire. Will you be a mentor in your adult child's early career - or embrace an accomplished professional?

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

Don't have an account? Register for Free Unlimited Access