EBOOK

Wealth Advisory for the Truly Wealthy

Most advisors are fine relationship managers, but many fail to really advise.

What you’ll learn from this ebook:

  • How in-depth estate planning presents a far greater potential value for families of wealth than investing alone
  • The pitfalls of an investment-first mindset and why you should really be looking for a planning-first financial advisor
  • Overconfidence bias in the investment manager and why active investing provides little, if any, advantage for clients
  • Guidelines for families wishing to minimize the transfer tax
  • The four primary categories of services an advisor provides, and the relative value of each service

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