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customer service

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answer phone

Survey says: When clients call, who picks up the phone?

Three advisors tell how they keep it simple when family-office clients reach out with complicated concerns

August 17, 2022
Fundamentals

Placeholder image for Canadian Family Offices.

If you need to hire a jet or buy a condo, there’s a family office for that

Firms are sometimes asked to take care of tasks that a personal assistant could not handle

June 15, 2021
Life & Family

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