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Navigating Important Conversations with Clarity and Curiosity
Published on June 24, 2026
The power of preparation framework asks three essential questions.
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3 AI Governance Failures in Financial Advisory: What the File Needs to Show
June 24, 2026
A reasonable-basis file should show the conclusion was tested in some way: a second analysis, a written counter-argument, a human reviewer pushing back, or some combination thereof. If that testing turns up a credible objection, the file should keep the objection and the reasoning if the firm went the other way anyway.
Entrepreneurial Strategies for Modern Family Philanthropy
June 24, 2026
Help clients translate values into action.