Family Registry’s Importance for Financial Planning

The family registry and how you have it packaged is such a really good tool. And again, it's free of charge. It's a process that I've started to adopt, at least especially with my clients, because as we're working on their financial journey and unwinding the snakes and dragons and enhancing their investments and building their family wealth and mitigating and minimizing taxes, this component of the discussion, it's been asked for quite a while. That tool that you put together, the family registry, gives me a real good guiding light to at least centralize the focus, to make sure my clients are very well taken care of. From this vantage point, you don't have have to find documents at the last moment. You actually have it in place. You're going through the set of questionnaires, you're getting things planned out.