Finding an Advisor Who Will Help Your Family Thrive for Generations
Wealth of Wisdom
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Navigating Industry Consolidation and Ensuring Advisor Alignment for Families
This chapter delves into the impact of consolidation and private equity in the industry, urging families to consider the effects on advisory relationships. It stresses the significance of aligning structures and incentives to empower industry professionals and the importance of selecting advisors that match the family's requirements.
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