I periodically recycle old posts on my blog to ensure that new clients can benefit from valuable content they may have missed and this post is one such example. When someone asks me if getting the CFA charter is worth it, my answer is always, “Well, it depends, what do you want out of it?”…

More than 25 years ago when I first spoke about family offices in this part of the world where I live and work, people would lean forward, eyes wide, as though I had just revealed a secret passage behind the bookshelf. It was niche, unfamiliar and genuinely intriguing. Fast forward to today and things have…