Insights from Family Office Experts on Generational Wealth Strategies

Send us a textIn a recent panel discussion at the Family Office Club event, experts highlighted the critical need for family alignment in wealth management. They emphasized that differing perspectives within families can lead to risky decisions, underscoring the importance of structured decision-making processes. Panelists stressed the role of effective communication and education in long-term wealth governance, cautioning against unilateral decisions that could jeopardize multi-gen...