The 5 P’s of Effective Family Wealth Management

  1. Protect your family’s assets first.
  2. Promote a culture to foster collaboration with family, investment, wealth planning and family office advice.
  3. Prioritize wealth, to meet current and future liabilities and aspirations.
  4. Perform to meet priorities above inflation, taxes and expenses.
  5. Provide a distinctive low turnover model that creates lasting partnerships between family and advisors.