maybe they can. but should they?
by anthony glomski
your $5 million high-net-worth practice
i have told you that your business owner clients will face new challenges, new transitions and new opportunities as they navigate their way through a liquidity event and emerge on the other side. i also have emphasized that you must do everything in your power to help them preserve, protect and maintain the wealth that they have worked so hard to build.
more: how to build your team of experts | five experts your wealth management team needs | maximize your client’s charitable giving | estate plans: can you ask clients these eight questions? | do you know your client’s total picture? | cashing out: your business clients’ five big issues
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nassim taleb, author of the bestselling book “the black swan: the impact of the highly improbable,” argues that we can not only learn to navigate these frightening and overwhelming events, but learn to become stronger as a result of them and to take advantage of the opportunities they provide.
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