Description

“Family Partnering” decreases risk and increases value through benchmarking, planning, and monitoring of families’ personal and asset goals. Joe and Carl share a way to collaborate with other advisors to serve and steward the specialized needs of successful families, businesses, and the family offices, trust companies, and fiduciaries that take care of them. The family engages the firm directly and in turn, with disclosure, and where appropriate, the law firm engages the necessary collaborative advisors in order to:
• Protect the other collaborative advisors’ work product as attorney client privileged;
• Create an open exchange of information among the family and all advisors; and
• Compensate the collaborative advisors from the over-all “Family Partnering” fee.

(Purchase of this product will include an Audio recording and a PDF copy of the presentation.)

Presented by Joseph Strazzeri, Esq. and Carl Sheeler, PhD, CBA, AVA

Click play to watch a short video about ‘Supporting Family Offices, Trust Compnanies, and Fiduciaries’