TITLE

MANAGING RELATIONS

AUTHOR(S)
Gowlland, Charles
PUB. DATE
June 2013
SOURCE
Accountancy;Jun2013, Vol. 150 Issue 1438, p48
SOURCE TYPE
Trade Publication
DOC. TYPE
Article
ABSTRACT
The article looks at financial planning and investment advising with wealthy families, as of 2013. It offers strategies and guidance on establishing and maintaining effective relationships with clients, discussing areas including intra-family conflicts, selection of investments, and charitable contributions.
ACCESSION #
88050318

 

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