Logisticians: Better For Family Offices than Executives?

Logisticians better for family offices than executives

The financial services industry seeks strong persuasion and influence traits because the welfare of their shareholders is paramount–and that means finding new clients is job #1. On the other hand, the more stable, detail-oriented and responsible Certified Public Accountant is a much better prototype for a director’s role in family offices.

Tax Professionals and the Wallet Share War

Tax professionals and the wallet share war 1

The tax professional’s unique position, a combination of deep knowledge of the client’s financial situation and inherent trustedness, gives them the opportunity to reap substantial rewards by expanding the scope of their offers, but the risks entailed are significant. The trick is to stay in the role of true fiduciary—and not try to engage in salesmanship.