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.
A professional team is being pulled into clients' personal conflicts and the stress is exposing different approaches to boundaries and client management within the group.
“Where Are You with Financial Services — Financial Advisory & Wealth Management?”
Peri can explain why this happens, help you decide if this is the right situation for you, and point toward the right journey or coach.
If this sounds familiar, the Library can help you find the bigger picture.