This process begins with a tailored financial plan that gives you the confidence to achieve what is most important to you through a strategy aimed to grow and protect what you have built and help you move toward the future you envisage. To quote Thomas Sowell: “When you want to help people, you tell them the truth. When you want to help yourself, you tell them what they want to hear”. Our mantra at The Private Office is to tell clients the truth about how they should invest to achieve their goals. This underpins every conversation we have with our clients. *About the authors
Laetitia Peterson is a personal wealth adviser and is married to competition barrister, Andrew Peterson. She has worked with companies such as Goldman Sachs and boutique funds management firm Liontamer, which she co-founded with Janine Starks. She is now the CEO and founder of The Private Office, helping successful lawyers achieve the financial goals important to them and their families.
Patrick Fogarty recently joined The Private Office as a Client Director. He returned to New Zealand after 10 years with Dimensional Fund Advisers in London where he helped grow the business into one of the largest fund managers in the UK and Europe. He is very familiar with evidence-based investing and has given numerous seminars on the subject. Having serviced hundreds of independent financial advisers, he has a clear view on how ‘real’ advice should be given. Legal Tender Laetitia’s book explores the ideas of family stewardship, typical money behaviours, attitudes towards money, and lawyers’ views on wealth creation. It delves into the psychological effects of money and the impact of stress and financial worries, as well as the importance of personal resilience and creating a legacy worthy of a life well lived. Legal Tender will change the way you look at the value of your work as a lawyer.
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