They are approaching a major intergenerational transfer but the family cannot agree on the purpose of their wealth. They also disagree on how aggressively it should be grown, how it is invested and how it should be managed.
The Gosh's goals:
Outcomes (to date):
Disclaimer: Please note, all case studies have been carefully anonymised. Although scenarios are based on real life events they have been fictionalised and are an amalgamation of client experiences. All names, locations and occupations have been replaced with pseudonyms.