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":"478fa7794a050110e80497b1f14e5173","s":"d63f89e940b64005"}
Share your thoughts. Click here