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CPWA > Family Dynamics 1- Key family roles and positions as they apply to related family organizations, trusts, and structures > Flashcards

Family Dynamics 1- Key family roles and positions as they apply to related family organizations, trusts, and structures Flashcards

1
Q

Identify key family roles and positions as they may apply to trusts, closely held businesses, family foundations, LLCs and charitable organizations.

A

CEO, CFP, CIO, COO
Accountants, Investment Analyst, Administrative Staff, Technology, Legal, Controllers

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CPWA (99 decks)

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