Originally published: Marietta, GA : FBCG Publications, c1994.
Maintains up-to-date technical knowledge and shows strong interest in and commitment to the field
Communicates openly in clear, simple language, helping educate family members when appropriate
Seeks to know the family and business in depth
Understands how families work and how the family and the business relate to each other
Gives advice and counsel that suit both the family and the business
Initiates periodic meetings with the client for update and review
Is resourceful on clients behalf, spotting opportunities and sharing information and contacts
Shows empathy, patience and trustworthiness
Is willing to work with successor generations
Raises questions about the future
Promotes collaboration among advisors
Gives honest advice, even when it may jeopardize the client relationship.
OBNB doesn't sell books, but you may be able to find a copy at one of these websites:
How to choose and use advisors : getting the best professional family business advice by Craig E. Aronoff. ISBN 9780230111042. Published by Palgrave Macmillan in 2011. Publication and catalogue information, links to buy online and reader comments.
