Richard and Joe are joined in studio by Paul Spitzer, founding partener of Advanced Practice Advisors. LISTEN TO PODCAST Listen to a podcast of Paul Spitzer’s interview!

COMMENT BY RICH MUSCIO: “Bill Lerach, ‘king’ of the class action lawsuit, wrote this article in 2002, which not only serves as a fascinating historical perspective, it also portends the financial events of 2008-present.” Text of Article: The Chickens Have Come Home to Roost How Wall Street, the Big Accounting Firms and Corporate Interests Chloroformed Congress and ...

Every family enterprise is supported by a network of friends and financial advisors who influence the family’s financial decisions. The goals of the family should determine the advisors who are active in the ecosystem.

FAMILY GOVERNANCE is how High-Net Worth Families (“HNWF”) and Family Offices (“FO”) converse, communicate and decide, and take collective responsibility and accountability for financial decisions regarding a Family’s wealth. What Family Governance looks like depends on what stage/generation of wealth accumulation/maintenance/transfer a Family is at. The roles of financial advisors are ever-changing in this regard as ...