Our advisory team has been managing a $50M family office account for three years, and the patriarch just died, and his adult children are now our clients but they hate each other and keep trying to get us to take sides in their inheritance disputes, and we're all handling this differently and starting to fracture as a team.
More people experience this than they realize.
The clients you serve are feuding heirs pulling you into their fights, and it's splitting your team.
“Where Are You with Financial Services — Financial Advisory & Wealth Management?”
If this sounds familiar, the Library can help you find the bigger picture.