THE PERFECT RIA |Worlds to Conquer - Family Offices Q&A

In the fourth and final episode on family offices, Jamie wraps up by sharing questions from advisors on how to handle transitions within a multigenerational practice. Jamie will provide her experience and thoughts on who should attend client meetings, agreements on commission and revenue, how to inform clients, and whether a coach is helpful. If you missed Jamie’s prior episodes on this topic, be sure to listen to them here:

Worlds To Conquer – Family Offices
Words To Conquer – Family Offices: An Interview With Floyd Shilanski
Worlds To Conquer – Growing Up In A Family Office With Lane Wild

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Worlds to Conquer – Family Offices Q&A

Recommended Podcast

How Investments Work With Your Clients [Episode 255]

Strategic Client Onboarding and Enhancing Tax-Related Value

Creating Value Adds from the Tax Return

Contact Us