Читать книгу Family Capital - Curtis Gregory - Страница 15

For advisors to wealthy families, there are many lessons here, but perhaps the main one is this: a successful wealth advisor must grapple with much more than capital markets. Let's examine some of the ways George Titan III's advisors might have helped prevent the very unfortunate outcome described earlier.

Putting the Client First

Advisors shouldn't even think about working with wealthy families unless they are willing to place the clients' interests above their own. This should be true of any financial advisor, but unfortunately the Securities and Exchange Commission (SEC) has seen fit to allow most advisors to put their own interests first.