As advisors working with families who share assets, we have front row seats to our clients’ complex family relationships. So, when an individual family member sits in front of us explaining the set of circumstances that brought him there, it’s easy to forget that we’re already engaging with his whole family. For most of us, it’s easy to align with the logic of the narrative that the client recounts. What can be less instinctive is to see the bigger picture. That means visualizing all the
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