The NextGen Mentor

17. Who is on your side: the difference between advisors, service providers, and fiduciaries.

28 min · 14. maj 2026
episode 17. Who is on your side: the difference between advisors, service providers, and fiduciaries. cover

Description

Not everyone around a wealthy family is there for the same reason. In this episode, we explore the critical differences between advisors, service providers and fiduciaries, and why understanding incentives, loyalty and trust may become one of the most important skills the NextGen mentee ever develops.

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