Mar 1, 2011 12:00 PM

Sharing knowledge, learning and building consensus are the keys to success

By Patricia M. Soldano

For those of us in the business of providing client services, success is heavily dependent on our ability to offer the most comprehensive, cutting-edge information available. No matter how good we may be individually, we can always be better by collaborating with those who have specialized knowledge of a given field, subject or industry. Quite simply, greater resources, recognition and rewards are available to those who can effectively employ a collaborative network for the benefit of their clients.

While unique factors impact how different industries collaborate, the concept of collaboration is generally the process in which two or more people or organizations that may not be immediately connected work together in an intersection of common goals by sharing knowledge, learning and building consensus. The family office is no different from any other business — without collaboration, we would be unable to provide the comprehensive advisory services our clients require.

Topics of Interest

Estate Tax	Donor Advised Funds
GSTs	Family Offices
Private Foundations	Life Insurance
2010 Tax Act News	Industry Trends Surveys

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Topics of Interest

Estate Tax	Donor Advised Funds
GSTs	Family Offices
Private Foundations	Life Insurance
2010 Tax Act News	Industry Trends Surveys

E-Newsletter Signup

2011 Trust Glossary

Click here to download the 2011 Trust Glossary

50 Years Ago This Month

Click here to read the issue.

50 years ago, in May 1962, we featured articles such as: "Future of Canadian Trusteeship" by Arthur H. Mingay", "Training Trust Employees" by Ian M. Marr, "What is a Trust Officer?" by Eric J. Brown, and "Selling Services" by Donald I. Webb.

Conrad Teitell's Guide to Tax Benefits For Charitable Gifts

Click here to view the most up to date guide (September 2011)

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