Checklist: 10 things a Family Office should include20210106091400

Checklist: 10 things a Family Office should include

Richard Kluska, CIM®January 6, 2021, , , 0 comments
The term ‘family office’ gets used a lot these days. Much like the term ‘cappuccino’, it’s not always used to genuinely describe what’s being sold. Unlike a bad cappuccino, though, there’s a lot more serious downside in choosing a wealth management firm that inaccurately represents itself as a true family office. A family office, in […]...