Wealth and Relationships: Expand Your Value Proposition

Evolution is about keeping your value proposition relevant. The number one concern among high-net-worth families is whether their wealth will unify or divide their family. Learn to spot the red flags that indicate a family might not remain unified through the wealth-transition process and what to do about it. What is your role when family members won't attend family meetings? When family leadership is unwilling to talk about the wealth? When the next generation fails to launch? Contact us to learn more.

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