18 Jan 2022

Bloomberg Estate Gifts And Trusts Journal (Jan 2022) Expanding The Benefits of a Family Office to the High Net Worth Client

A client benefits most when their advisors communicate with one another. If the subject of collaboration of advisors in the Family office, or in any setting, or the use of Traditional, or Private Placement Life Ins, (PPLI) is of interest, then I think you’ll find the Bloomberg article below a good conversation starter. 

If so, let’s be in touch and perhaps develop a mutually beneficial relationship where everyone involved benefits. I’m a good resource & happy to share my 35+ years of experience as an independent CFP practitioner.


Leave a Reply