Wealth management
November 2, 2023
Many families dive in without a plan, process or skills to make well-intended conversations about wealth productive – leading to unintended stress, potential family rifts and under-functioning heirs. Image: Bank of America
By Staff reports
Nearly four in five wealthy families have had unplanned discussions about wealth, with 26 percent later regretting it.
{"ct":"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","iv":"9cbc214702f021442161a33faac50924","s":"e3cbcc208427c1f7"}
Share your thoughts. Click here