Your family may not feel like a business — but at higher levels of wealth, decision complexity (and stakes) can rival those of a large company. There are obvious matters like investment decisions and wealth management. There are legal disputes, negotiations, and tax planning. Finally, someone has to handle those practical decisions that affect your family’s daily life: choosing a new personal assistant, managing school applications and logistics for your children, scheduling medical appointments, coordinating international travel paperwork, and much more.
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