2017 Investment Planning Strategic Planning 
The Big Picture
AUGUST 20, 2024
We built a company that was focused on valuation, initially, actually targeting corporate strategic planning departments. In that trade on a monthly basis, when you run that full strength, it gives the dynamics of something like the XIV, which rose 600% in 2017, right? Now my observation was twofold.
Brown Advisory
NOVEMBER 19, 2020
While financial plans should certainly play an important part in the discussions, it is often helpful to begin by focusing on issues of character, leadership, and stewardship, particularly when various family members bring to the table differing levels of experience and sophistication on all that is needed for a comprehensive planning dialogue.
Expert insights. Personalized for you.
167 
Let's personalize your content