Family Office Advisors Thinking Outside the Box: Finding Innovative Solutions to Common Problems

By Timothy P. Duffy, Esq., General Counsel, Family Office Exchange with contributions from Sandy Leon, Senior Vice President, Private Client Group, Risk Strategies

Sep 21, 2018

Family Office Exchange

As lawyers, we are taught to zealously advocate for the client or the position we represent. At its best, this advocacy almost always entails thinking outside the proverbial “box.” Having a lawyer who knows when and how to solve problems with creative thinking can make all the difference, but what happens when advisors apply the same mindset? 

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