Advisors’ influence on family unity is growing By: Tim Brisibe July 31, 2019 July 29, 2019 15:00 Tim Brisibe Advisors play a critical role in the financial affairs of families. In recent years, the advisor’s place at the family’s kitchen table has gone beyond managing investments and into tasks such as estate planning and wealth transfer, which are at the core of family unity. A TD Wealth survey of estate professionals found that family conflict is the leading threat to estate planning.
