The Real Work of Collaboration: Are We Kidding Ourselves?

by G. Scott Budge PhD and Gregory T. Rogers with Brian Douglas

In the perfect world of wealth management, the “management” part is where well-intentioned advisors from tax, investments, insurance, law, fiduciary services and family governance communicate and act in unison to the family’s benefit. This virtual team brings the family in at the right moments, and family decision-making processes tuck seamlessly into those of the advisory group to form a unified organism. But are we kidding ourselves to think that effective collaboration on behalf of families occurs in such a consistently applied and high quality manner?

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About the Purposeful Planning Institute

The Purposeful Planning Institute (PPI) is a learning center for professionals interested in mastering the Purposeful Planning process, exploring best practices for legacy families and families in business as well as cutting edge processes and techniques. 

Our members are professionals from a broad spectrum and include lawyers, financial advisors, wealth managers, trust officers, planned giving experts, and psychologists, and more. This multidisciplinary virtual community exemplifies a unique spirit of professional collaboration

To learn more about the benefits of becoming a member of the Purposeful Planning Institute visit our website.