The Wealthesaurus™ continues to be recognized for its role in standardizing terminology across family wealth advising.
Thank you to Sarah B. Hood and Canadian Family Offices for featuring the glossary’s new role in addressing long-standing communication challenges across legal, financial, governance, and philanthropic disciplines.
The article describes the collaborative development process of the Wealthesaurus™, including contributions from Jim Grubman, Patrick O’Connor, Tom McCullough, and domain chair Dr. Moira Somers. Each brought attention to the need for greater consistency in how commonly used terms are defined and used across specialties.
Read the full article here.
