How to know it’s time to add to your family wealth advisory team
By Patricia Entsminger, CPA/CFE/CIA and Kathleen Martin, CPA Thinking about a family office? There are many options to consider. A 2016 Ernst & Young survey estimated that there are 10,000+ family offices worldwide. Whether you’ve inherited your wealth or built it independently, having an expert team to help manage, advise and protect your legacy provides … Read more