Top 5 Questions Financial Advisors Should Ask Their Family Business Clients

April 27, 2018, by Laurie Ingwersen

Laurie Ingwersen

For many financial advisors, the stakes seem higher when the client is a family-owned business. Not only do these advisors need to understand the fundamentals of the business itself and the family’s vision for its future, but they also need to work within the context of the underlying—often complicated and sometimes messy—family dynamics.

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