9 Attributes of a Great Family Office Concierge
Read more- Vast knowledge (broad not technical)
- Vast network of resources (not insular)
- Able to translate “technical speak”
- Likes and promotes (orderly) change
- Focuses on governance (success of which is reflected in family behavior)
- Ask questions and listens (versus answers questions and talks)
- Functions as communications hub for all complimentary resource providers
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Facilitates objective clearance and oversight of all recommendations collaboratively and openly (but with healthy skepticism)
- Is a servant leader with an open door policy who serves the Matriarch, CFO, and Board (et al) while also being a leader, mentor, and thought-leader to all, both family and advisors
YOUR FAMILY OFFICE CONCIERGE GETS BONUS POINTS for a wry sense of humor, facile mind, and an appreciation of irony (oh, did I forget humility?)
Family Governace and What High-Net Worth Families Really Want From Their Advisors
There are three themes that consistently challenge high-net-worth families and the people that advise them. The challenges arise from the evolution of the family’s wealth and the governance of that wealth such as growth, liquidity events, succession, inheritance, in trust, legacy, etc. Advisors must evolve with the family through these wealth stages, or they are ...Read more“It’s Your Money and Your Life!” – First Broadcast
Listen to Podcast of the Show “It’s Your Money and Your Life!” will be featuring an interview with class-action attorney Bill Lerach. For over 30 years, Lerach was a securities lawyer. He led the prosecution of securities class and stockholder derivative actions which resulted in over $45 billion dollars of recoveries for defrauded shareholders of Wall ...Read moreEd Beltram, VP Communications, National Retiree Legislative Network and Karen Friedman, Executive VP of Pension Rights Center
Listen to a Podcast of the Show Richard and Joe discuss problems with the pension system and potential solutions to protect the pension plans of retirees with Ed Beltram and Karen Freidman. Ed Beltram As the Vice President – Communications for the National Retiree Legislative Network (RLN) since 2008, Ed Beltram brings five decades of diverse communications experience ...Read moreBrenda Geiger, Expert Estate & Business Planning Attorney and Retired San Diego Charger Shaun Phillips
Listen to Podcast of the Show Brenda Geiger Esq. talks about her upcoming 10th annual Estate Planning Symposium on Thursday, May 17th from 8:30 am to 3:30 pm at the beautiful Lomas Santa Fe Country Club in Solana Beach. The guest speakers are experts in trusts, asset protection, elder law and in their fields and are ...Read more