Working with Inherited Wealth Clients: A Guide for Professional Advisors

Margaret Kiersted

This short article familiarizes professional advisors with the emotional challenges facing many wealthy clients. It identifies ways in which the communication between affluent clients and professionals tends to break down, and suggests strategies for making the relationship more effective and satisfying. 8 pages

TRIO PRESS
$2.00
Now available in Adobe Acrobat format

Table of Contents