Practice

When a client’s child receives a financial windfall

Offer to introduce the child to investing or help the family manage

By Gil Martinez |October 15, 2018

1 min read

Client confidential: Chris Prendergast

How to help a young entrepreneur

By Susan Goldberg |October 15, 2018

3 min read

How to make the most of your support staff

Underappreciated assistants are a wasted resource

By Katie Keir |October 15, 2018

9 min read

When a client meeting takes an unexpected turn

What happens when the child of an elderly client wants to sit in?

October 15, 2018

3 min read