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Strategies & Tools for Challenges Families Face: Generational Wealth – Part Two
Successfully transferring family wealth from the first generation to the second employs skills many families already possess. In part two of their generational wealth series, Tom Rogerson, President and CEO of GenLeg Consulting and Boston Private’s Gerald Baker delve deeper into the strategies that have proven to be most effective with clients.
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Successfully transferring family wealth from the first generation to the second employs skills many families already possess. In part two of their generational wealth series, Tom Rogerson, President and CEO of GenLeg Consulting and Boston Private’s Gerald Baker delve deeper into the strategies that have proven to be most effective with clients.