Tag

onboarding

Stories continue below

family office recruiting wealth

Make recruitment dollars count: Proper onboarding at the family office

Hiring the right talent is half the battle. The other half is keeping executives onboard, focused and engaged, writes recruiter Amanda Bassin

July 8, 2024
Commentary

Elke Rubach family office financial advisor

‘Soul-baring experience’ needed for proper onboarding of clients

Life goals are fun to talk about. Money, failed offspring and power imbalances, not so much, writes family office founder Elke Rubach

November 6, 2023
Commentary

family office scene

If you’re joining a family office, prepare for lots of questions

Once you have chosen a family-office team, get ready for a personal, comprehensive and lengthy hello

June 28, 2021
Fundamentals

Advertisement