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Worth offers much-needed guidance on evaluating the services of private banks and financial advisors, as well as on improving communications with those professionals once a relationship is underway.
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Advisors
How to choose, compensate and manage financial advisors, lawyers, accountants, family office personnel, consultants and others who advise on wealth management and related matters.
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Business & Entrepreneurship
How the most successful family businesses deal with management, governance, liquidity event and succession issues; the dilemmas facing those who serve on corporate boards; and how entrepreneurs establish and manage relationships with capital providers, including angel investors and venture capitalists.
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