Jacob Taurel Quoted in InvestmentNews: How advisors build guardrails against elder financial exploitation

Activest Managing Partner Jacob Taurel was recently interviewed by InvestmentNews to discuss how the financial management industry approaches elder financial protection. He pointed out that most firms wrongly treat diminished capacity as a compliance event rather than a human one. Jacob advocates building authority in stages, mainly a second signer on an account, expanded visibility for a trusted family member, and a documented escalation path, well before any cognitive concern arises He also stressed that monitoring the family’s communication rhythm matters as much as watching account activity. You can see the full article here