Maintaining Wealth Momentum: The 3 Human Dimensions of Family Wealth


History shows that the families who address human issues, in addition to the financial issues, are the ones that prosper for multiple generations. Understanding the three human dimensions of family wealth—the individual, the interpersonal, and the institutional—provides families with a better way to think about the challenges of succession planning and wealth management. It’s part of the wealth momentum mindset that believes in the positive interplay between both family and financial dynamics that leads to sustained wealth progress.

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