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Your Values. Your Vision. Your Goals.®

Lessons From the Field #19:
It Takes a Team

You depend on a number of sophisticated professionals like attorneys, accountants, investment advisors and other specialists to help manage your family wealth. As you watch today’s 55 seconds, you may want to ask yourself:

  • How well do each of my advisors know me, my family, and what we want?
  • When, where, and under what circumstances do they collaborate on our behalf?
  • What more can they do together to save us time and money, and improve our family wealth situation?

No one does everything alone. It takes leadership and the ability to delegate and coordinate a team of experts to get the kind of results that will more than pay for their efforts.

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We all trust specialists to deal with issues that call for expertise and experience.

When it comes to family wealth, the key players are your attorney, accountant, insurance agent, investment advisor, and banker.

But who is making sure they are working together as a team?

If you are like most people, you are doing it yourself.

This makes sense in the beginning, but as your family and wealth grows, and things become more complex you might want to spend more time traveling or with your grand kids than stuck in the middle of holding it all together.

A family office can act as your team’s manager to free up your valuable time by coordinating the professionals you depend on to get you to where you want to go.

How much sense would it for you to have someone managing your team?

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