We feel the more a family plans, the more the family will keep. In our experience it is far better to prepare than it is to repair.
The biggest void for families in investment advice is being intentional around their finances. The conversation in our view has to be around cash flow and lifestyle rather than short-term performance and market commentary.
Successful investing is singles and doubles, not home runs. Wealthy families hire our firm to manage their wealth responsibly and not swing for the fences.