Watch Out for That New Best Practice. It May Not Be Right for You!

Much of the literature and buzz around best practices seems to presume that there is a universal business model or family governance structure that fits everything.  Personally, I haven’t found that to be true; so I generally do not recommend that a client, business, or family run out and adopt the latest and greatest approach to anything.  In fact, the greater the hype, the more likely I am to want to move away from it.  There’s something about a herd mentality that makes me want to wave the caution flag. To read the end of this article, click here.