A few years ago, two longtime clients, both owners of their own businesses, announced they were splitting up. But each wanted to retain Koprowski, director of financial planning at Delessert Financial Services in Waltham, Mass., as financial...
It's not news that mixing family and business can be messy, but advisors might be surprised to know the extent to which family-owned businesses need their services. According to Boston-based Family Firm Institute, a nonprofit trade group for...
When investors, particularly wealthy ones, approach retirement, they often embark on a process that sends financial advisors' salivary glands into overdrive: the sale of highly appreciated assets. An advisor with such a client knows a big payday...