{"id":1628,"date":"2023-06-28T12:42:45","date_gmt":"2023-06-28T12:42:45","guid":{"rendered":"https:\/\/www.lawbertconsult.com\/lca\/?p=1628"},"modified":"2023-06-28T13:52:29","modified_gmt":"2023-06-28T13:52:29","slug":"we-begin-with-your-health-check","status":"publish","type":"post","link":"https:\/\/www.lawbertconsult.com\/lca\/2023\/06\/28\/we-begin-with-your-health-check\/","title":{"rendered":"WE BEGIN WITH YOUR HEALTH CHECK."},"content":{"rendered":"\n<p>A useful place to start is with a <strong>Health Check<\/strong>, which is a review of the family&#8217;s Investment Strategy and Investment Governance. This check-up reviews the family\u2019s investment portfolios, investment returns, risks, costs, reporting, and governance. It provides:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>An overview of these aspects of a family&#8217;s portfolio, which offers transparency to families who have outsourced or delegated these activities and may be unaware of them<\/li>\n\n\n\n<li>Identification of possible shortcomings and areas for improvement for investment returns or investment governance<\/li>\n\n\n\n<li>Recommendations for improving investment oversight to ensure the family remains in control of its wealth, and retains permanent oversight on its investments, managers, banks, and advisors<\/li>\n<\/ul>\n\n\n\n<p><strong><br><\/strong><a href=\"https:\/\/www.lawbertconsult.com\/lca\/contact\/\"><strong>Contact Us<\/strong><\/a> to explore a Health Check for your family&#8217;s wealth.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>A useful place to start is with a Health Check, which is a review of the family&#8217;s Investment Strategy and Investment Governance. This check-up reviews the family\u2019s investment portfolios, investment returns, risks, costs, reporting, and governance. It provides: Contact Us to explore a Health Check for your family&#8217;s wealth.<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"site-container-style":"default","site-container-layout":"default","site-sidebar-layout":"default","site-transparent-header":"default","disable-article-header":"default","disable-site-header":"default","disable-site-footer":"default","disable-content-area-spacing":"default","footnotes":""},"categories":[4],"tags":[],"class_list":["post-1628","post","type-post","status-publish","format-standard","hentry","category-intergenerational-wealth-management"],"_links":{"self":[{"href":"https:\/\/www.lawbertconsult.com\/lca\/wp-json\/wp\/v2\/posts\/1628","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.lawbertconsult.com\/lca\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.lawbertconsult.com\/lca\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.lawbertconsult.com\/lca\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.lawbertconsult.com\/lca\/wp-json\/wp\/v2\/comments?post=1628"}],"version-history":[{"count":1,"href":"https:\/\/www.lawbertconsult.com\/lca\/wp-json\/wp\/v2\/posts\/1628\/revisions"}],"predecessor-version":[{"id":1629,"href":"https:\/\/www.lawbertconsult.com\/lca\/wp-json\/wp\/v2\/posts\/1628\/revisions\/1629"}],"wp:attachment":[{"href":"https:\/\/www.lawbertconsult.com\/lca\/wp-json\/wp\/v2\/media?parent=1628"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.lawbertconsult.com\/lca\/wp-json\/wp\/v2\/categories?post=1628"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.lawbertconsult.com\/lca\/wp-json\/wp\/v2\/tags?post=1628"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}