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Asking right questions key to figuring out financial issues.

The Post-Crescent (Appleton, WI)

| October 04, 2005 | COPYRIGHT 2007 The Post-Crescent. (Hide copyright information)Copyright

Byline: Marybeth Matzek

Oct. 4--It used to be when a wealthy individual was concerned about finances, he or she met with a lawyer and an accountant to hash out a future plan.

That's not necessarily the case any more.

More high net worth individuals are seeking out someone to help them address the other issues surrounding their financial legacy such as how to decide when to give an inheritance, how much each child should get and how much should be shared with children about the family's finances.

Those are the questions that Charles Collier, the senior philanthropic advisor at Harvard University and author of "Wealth in Families," looks to …

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