Corporate-style governance for families & the role of advisors
Phil Le Vesconte, Senior Director, Private Client
SANNE's Private Client directors gathered industry leaders together in their latest technical thought leadership roundtable in association with STEP. The expert panelists discussed 'Family values' and the use of corporate-style governance strategies by wealthy families.
The discussion also covered the value of independent advisors, the role of trusts and audit assurance, and the use of information and education in families.
This article was first published in STEP Journal's October issue 2017.