Читать книгу Family Capital - Curtis Gregory - Страница 11

Now that we've introduced the first three generations of one branch of the Titan family (the one now headed by George Titan III), and five generations of another branch (the one now headed by Ned Titan and Rose Wainwright), we'll move on to their various adventures with managing their capital.

But before we do, I would emphasize the importance of a family's history and background to a financial advisor's ability to succeed with the family. You can't really know the man or woman without knowing something about their parents and grandparents. It's not always easy to get this kind of information, but it's worth going after it.