What Ultra-Wealthy Families Look For, According to Westport’s Michael Gold
Ultra-high-net-worth families are becoming more selective about who manages their wealth, and Michael Gold Westport's Gold Family Wealth says the questions they ask have changed.New Questions From Sophisticated ClientsFamilies today ask pointed questions about accountability, coordination experience, and whether an advisory team will stay engaged through major transitions, not just during the good years. They want assurance that the people...