Working With Family Clients

Do you have family clients facing upcoming challenges as you work to prepare their wealth transition? Are the family dynamics planned for too?

The best advisors are those who bring the right people to the table, from both the family and the advisor side

Being a Family Client

You work for some amazing families and you hold those relationships dear. And sometimes you learn about family situations among your important clients that concern you.

You want to help because you care and they’re an important client family, but sometimes you aren’t even sure what would actually be helpful.

Work with Steve

Sometimes things look simple enough at the beginning, from the outside. Once you scratch the surface, though, you can quickly get to a point where you want to look for the exit. “Hey, this is beyond my pay grade”, you may think. “I’m not trained for this”, you add.

This may be just the time to call in reinforcements. I’m someone who IS trained for this, and I can work with you and the family to find you a graceful exit and then get the family to a better place.