In this episode, Kathy Lintz and Ned Rollhaus demonstrate the importance of selecting the right advisor to ensure a family's long-term prosperity. They highlight key considerations including firm culture, the quality of people, alignment of interests, scope of services, fee structure, and matching the family's profile with the advisor's expertise — all in a helpful checklist.
Developing a Family Wealth Education Plan
Democratizing Family Decision-Making
Expectations versus Agreements
Creating Internal Controls and Policy and Procedures for a Family Office
Making Better Decisions by Telling Stories That Have “Already Happened”
Understanding Advisors' Fees
Creating an Ethical Will
Practical Tools for Building Healthy Families
Hats Off to You!
Finding a Philanthropic Focus and Integrating the Rising Generation Perspective
Understanding Identity and Social Power
Stages of Wealth Integration
Investment Education for Family Members
Values that Matter
Identifying Actionable Values for Family and Enterprise & Strengthening Your “Family Factor” to Deconstruct Conflict
A Framework for Family Wealth and Well-Being
Constructing an Investment Portfolio to Support Family Goals
Monitoring Financial Capital with the “Four Horsemen” Graph
Using Genograms to Understand Family Patterns
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