Nathalie Boutet is a family lawyer, mediator and certified Family Enterprise Advisor™ specializing in high-net-worth families and business owners. She can be reached at email@example.com.
Tips for managing expenses, mortgages and shared accounts
Tips for working with experts when family issues interfere with finances
Ideas to help clients going through tough times
Practical tips for advisors to implement
Gifts or inheritances received during a marriage are generally excluded property, but not always
5 things clients can do right away
Timing is key
Help clients know their rights when it comes to owning real property with a partner
Protect clients in case their relationships don’t work out.
Often, independent advisors are brought in at different times and aren’t aware of the other advisors who are providing services.