Family CFO
Family CFO
2010 Is a Fine Time to Assess Family Finances
Reading the tea leaves, the consensus among economists paints a somewhat drab picture for 2010.
Accounting for the Family CFO
Managing family finances can be just as big a job as doing the same for a small business, and it’s complicated by personal relationships (spouse, children, other relatives).
The Seventh Deadly Sin that Can Undermine High-Net Worth Families
Seventh Deadly Sin: Lack of Communication with Family Members, Especially Regarding Family Values and Legacy Issues
The Sixth Deadly Sin that Can Undermine High-Net Worth Families
Sixth Deadly Sin: The “Do It Yourself” Private Foundation
The Fifth Deadly Sin that Can Undermine High-Net Worth Families
Fifth Deadly Sin: Not Utilizing Technology and Resources to…
The Fourth Deadly Sin that Can Undermine High-Net Worth Families
Fourth Deadly Sin: Documents Scattered in Various Locations and Not Accessible by All Advisors
The Third Deadly Sin that Can Undermine High-Net Worth Families
Third Deadly Sin: Disparate Array of Advisors vs.
Collaborative Team Approach
The Second Deadly Sin that Can Undermine High-Net Worth Families
Second Deadly Sin: Missing and Irrelevant Beneficiary Designations
