The Biggest Mistake in Setting Up Family Offices
Susan R. Schoenfeld
Award-Winning Thought Partner to families of wealth & Public Speaker to the financial industry who serve them -or want to!
My March monthly thought piece is published! Click to read this short thought piece on the Biggest Mistake in Setting Up Family Offices, as published in Talking Trends online magazine on March 4, 2024. You can also watch a brief video clip.
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Chairman at National Trust, LLC
1 年Susan great article and video it’s so true thank you for highlighting the error so many people make in setting up a Family Office.