A guide to family meetings: Five tips to consider

A guide to family meetings: Five tips to consider

July 31, 2024 |RBC Wealth Management

These strategies can help make family meetings an effective tool in wealth-transfer planning.

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O’Sullivan wealth management quarterly perspectives and insights - serious money

June 08, 2023 |Kevin O'Sullivan

In the domain of the extraordinarily wealthy of bygone times, there was always the key advisor behind the scenes. This typically invisible person was the one who acted on behalf of the family and kept everything running like a well-oiled machine.

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