Family Wealth Management (FWM) forms the foundation of Estplan's practice enhancement module and is an integral part of any post retirement services offer. It is based on the premise of having a solutions (as opposed to a product) focussed practice that takes a balanced approach to wealth accumulation and redistribution. It also advocates considering the family as the client. This paper outlines the practical aspecats of an FWM service offer, and develops a practice strategy for increased profitability, client retention and practice longevity.

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