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Client Relationships and Family Dynamics: Competencies and Services Necessary for Truly Integrated Wealth Management
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One of the most critical decisions a family can make is whom to entrust with the financial resources needed for current and future generations. This choice is not entirely a rational financial decision. It is also about who can best take care of the family in a personal sense. Families turn to wealth managers not just to oversee their money but for skilled guidance about how best to use wealth…