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":"227a7b41bebd55850f8b7eb979897b9e","s":"a471b1d377a7d2d5"}
Share your thoughts. Click here