Stanley M. Tepner

Decorative pattern

Planning and Advice

Dealing with financial windfalls

Becoming the lead advisor to a recipient of a financial windfall can be one of the most exciting and professionally satisfying engagements of your career. But the role often demands a broader approach and keener sensitivity than is required in most client relationships.

By Stanley M. Tepner |February 15, 2011

9 min read

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