ClientCentric.
Professional expertise is valuable. Connected expertise is transformational.
Clients should not have to coordinate their advisers, identify the gaps between them or judge the quality and value of their work. That is the responsibility of a truly client-centric advisory team.
Introduction
Drawing on many years of advising entrepreneurial families and their businesses, ClientCentric explores and tests practical ways to strengthen collaboration within firms, between firms and alongside clients.
ClientCentric is not finished, it will never be finished. It is a collaboration with other professionals who share a commitment to better client outcomes.
The Purpose
To explore and share ideas that improve collaboration within professional firms, between professional firms and alongside clients to achieve better outcomes
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About the Founder
Caroline Garnham was Head of Private Client Department at Simmons & Simmons, pioneered the concept of Family Governance, is a former contributor on tax and trusts for the weekend FT, and Fellow of the Institute of Tax.
ClientCentric builds on ideas, first tested through Caroline’s Club.
The Promise
Putting client objectives at the centre of professional relationships.
The Vision
To inspire a more integrated approach to professional advice through practical thinking, engaging dialogue and shared learning.
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