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Five steps to family engagement - an adviser's guide to family dynamics
The International Family Offices Journal
Vol. 8 - Iss. 3 pp. 43–48
Mar 2024
Amy Szostak and Stan Treger draw together reflections on navigating thorny family issues with clients. Family issues can dramatically change the trajectory of careful financial planning so their five-step process to reflect, share, align, engage and reassess provides a useful framework for supporting families at a difficult time in their lives.