 Sometimes you find yourself wondering ‘What’s work? What’s family? People don’t always agree, and if you’re having an issue in the office related to a client, you still have to show up for Christmas dinner."Jon Swanburg, Tri-Star Group |
Don't Call Me Mom: When Advisors Join a Parent's Firm
Charles Paikert | Finacial Planning, March 2016
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Summary: Finding the best way for families to work together in an advisory firm can be a delicate process, requiring patience, flexibility, trust and fortitude. But the rewards, according to those who have successfully navigated the process, are worth the effort.
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