- 08 Jul
What's on the bench
We are entering year 5 in the development of our Wealth & Legacy Enhancement system. The brainchild of Shawn Barberis, this web portal offers HNW Family Advisors a platform to foster ease of communication, guided tactics to help families focus on a long lasting legacy and developing family bonds through a shared common thread. This, of of course, all has to be done in a mobile-first environment because one should be able to interact at their leisure, on whatever device is handy.