Cohesion Isn’t Just for Families

A family office and advisor team working in the best interest of the family first and foremost requires (1) working with and depending upon multidisciplinary colleagues, (2) collaborative management of the practice areas with appreciation for pragmatic give-and-take resulting in a better overall plan, (3) recognizing that team members are not individually successful unless the greater goal is achieved, and (4) understanding that achieving the greater family goal will make each member most successful.