Zero-based budgeting for heirs
The International Family Offices Journal
Vol. 2 - Iss. 1 pp. 17–21
As a long-time investment adviser, and founder of her own New York based firm, Libby is sharing for the first time a method she has found to be very helpful with families who worry about a ?spendthrift' family member. She includes her carefully prepared charts, together with the anonymised client stories. She shows that this often ignored subject can be addressed and can result in profound relief in the families in addition to financial success going forward.