The Role Of Advisors In Helping Clients Navigate The Complexities Of Aging

Published: May 7, 2024

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Gregg George, J.D., LL.M., managing director and senior client advisor at Crescent Grove Advisors, works closely with C-suite executives, entrepreneurs and other first-generation wealth stewards to coordinate all aspects of their financial lives.

Russ Alan Prince: Crescent Grove Advisors holds an annual internal firm-wide training session on how to approach end-of-life scenarios with clients. Why do you feel this is necessary?

Gregg George: Although it may sound dark, our annual internal end-of-life training session is a necessary part of our practice and has a big impact on how we approach and help our aging clients and their families. While all of our clients primarily seek our guidance on investments and retirement planning, many look for thoughtful end-of-life planning.

Read the full article here.