Risk Management for Wealthy Families

Risk Management for Wealthy Families

Don Kozusko & Paul McKibbin discuss how scenario planning can benefit your high-net-worth clients.

It’s not all about the money. Working together as a family while investing or operating a business can enhance financial outcomes, but that kind of success doesn’t, by itself, ensure that the family will continue to work together and flourish. Wealthy families who have long-term aspirations devote at least some attention to the softer issues as well. Many of these efforts tend to be more reactive than proactive, waiting until the issue i

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