It’s an exciting time to get involved in the world of family business. With today’s clients valuing a long-term, holistic approach to wealth planning, there’s a need for trusted advisers to provide top-quality, comprehensive advice.
The latest edition of the CLTI Spotlight Report offers you unique insights into successful family business professionals and focused advice on how you can develop your own skills and career. Including a foreword from STEP Business Families Global SIG co-chair Daniel Trimarchi, it’s a must-read for anyone who is forging a career in this space.
Topics include:
- Taking a holistic approach to family business wealth planning
- Q&A with STEP Excellence Award winner Kam Nat
- Why joining the STEP Business Families SIG is an excellent career move