Tag: Registered Investment Advisory

Key Ingredients To Family Business Success

At the office, Alex Sutherland calls his boss by his first name, Ken.

After business hours, he calls him “Dad.”

“I have two relationships with him and it’s important to have some separation between when I am in my role as his employee and when I am in my role as his son,” says Alex, a wealth advisor with LifePlan Group, an independent Registered Investment Advisory firm.Continue reading