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
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.