Media Trainer Susan Harrow and Family Wealth Over Generations Seve Braverman
Media Trainer Susan Harrow and Family Wealth Over Generations Seve Braverman
Steve Braverman is a co-founder, former co-CEO, and now co-Chairman of Pathstone, an advisory firm providing advice to help clients create, manage, and preserve wealth across generations. His book, Your Time with the Baton – Winning the Relay Race of Family Wealth Stewardship (Advantage, March 7, 2023), shares how to embrace the opportunity of wealth management and transfer. Learn more at yourbatontime.com. The most productive family conversations about wealth management and transfer take into consideration what the wealth means, why the grantors want to pass on the money, and what those who receive it want to do with it. If wealth is imparted without a plan, without a vision, and without taking into account the inheritors’ passions, it does a disservice to the grantors, the inheritors, the family, and ultimately to society.
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