The “Why” of Your Family Wealth Strategy
Update: 2024-04-15
Description

Join Dr. Kirby Rosplock and guest Adam Hoffman for an insightful discussion about family wealth strategies. Adam introduces the Genus Model, which focuses on the key elements of people, risks, and resources in shaping a family wealth strategy, emphasizing the empowerment and strategic value it brings to clients and advisors in the family wealth space.
Comments
In Channel