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Ksenia Kovarsky, Financial Planner with Legacy Family Office at Assante Wealth Management, explains complexity in client families, and how we can help.

Complexity and Priorities in Families

Posted on Jul 18th, 2022

Families – especially families in business and families of wealth – can be complex. Many time, potential clients we work with don’t even realize the sort of urgent attention some parts of their financial lives require.

That’s where a Family Office comes in: we work with families to look through the complexity and determine the priorities – and solutions – that linger just underneath the issues.