Samy Dwek is the founder and CEO of White Knight Consulting, which assists private families and family offices to ensure they are working with the right financial advisers, legal advisers, accounting firms and life insurance.
Latest Articles
- Trust & Estate Planning
When the breadwinner in the family passes, sometimes they take with them inside knowledge about their financial affairs that was not shared with the remaining spouse. That situation can compound the loss. There are some important steps that couples can take to prepare for the inevitable.