Securing Your Legacy

Founded by Families to Serve Families

Tool Kits for High Net Worth Families

Tool Kits for High Net Worth Families
February 4, 2018 dayle

By William J. Spencer

A biologist, a lawyer and a high net worth family walk into a bar…. Nobody probably thinks this is going to end well, but it usually does. Here’s why. People often ask us how we are able to successfully work with families to reach positive outcomes on their issues and conflicts. A biologist studies life and the ecology of factors that sustain it. A lawyer is a student of social and legal contracts that impact on human dynamics. A family is a microcosm of both of these, and it is for these reasons that the Spencer Legacy Group works effectively with high net worth families and their unique challenges. It is not “rocket science”, but it is system dynamics and it enables our SLG practice to frame, understand and discuss complex issues and problems with families. Our Principals are trained in the life sciences, law, management consulting, and other behavioral disciplines necessary to support and advise high net worth families.

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