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CPWA > Family Dynamocs 3- Questions to ask and documents needed to develop a family profile. > Flashcards

Family Dynamocs 3- Questions to ask and documents needed to develop a family profile. Flashcards

1
Q

Explain common components of client discovery including: family goals, challenges and opportunities.

A
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2
Q

Compare the dynamics of families who are immigrants to wealth and the dynamics of families who are native to wealth.

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3
Q

Summarize common characteristics of high net worth families.

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4
Q

Describe methods for successfully addressing family conflict.

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CPWA (99 decks)

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