Private Wealth vs. Family Wealth: A Holistic Approach to Sustaining Generational Wealth

Overview

Successful wealth management can be positive and transformative for those who benefit from the wealth. However, in order to embrace these benefits, wealth management must extend beyond the private wealth. This holistic approach requires intentional effort and preparation, which involves a focus on preparing the human capital for a life with wealth and setting up a framework to govern the family enterprise.

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