The Golden Gateway: The Family Office

The Golden Gateway: The Family OfficeSuccessful agents have long realized the benefits of working with financial advisers who value the expertise of insurance specialists.Financial advisers ...

By Gina Teresi | Updated on September 23, 2003

The Golden Gateway: The Family OfficeSuccessful agents have long realized the benefits of working with financial advisers who value the expertise of insurance specialists.

Financial advisers have a critical mass of clients. These clients are not only interested in building their wealth, but also in preserving it. Many advisers, however, do not have the credentials to sell insurance products and want to avoid the potential conflicts of interest of doing so.

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