Tiffany Rosetti, CFP®, BFA, Senior Vice President and Financial Advisor at Wealth Enhancement, was featured by Financial Advisor IQ in the article, “Now’s the Time to Prep Family Offices for Wealth Transfers, FAs Say”
Tiffany Rosetti, an advisor with Wealth Enhancement, told FA-IQ in an interview that her practice is “spending a lot more time making sure that the family is prepared” for a wealth transfer. That includes “creating family governance to facilitate open discussions around how they want their values to be showcased” as well as ensuring “that the people within the family fit into the right roles.”
Access the full article here: Financial Advisor IQ - Now’s the Time to Prep Family Offices for Wealth Transfers, FAs Say
