WealthCAP SPEAKS Podcast

The Power of Family Wealth Education


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Family Office Executive, Kathy Houret, shares her personal insights and experience into the multi-year family wealth education journey she took with the multigenerational wealth family she serves.  Hear her describe first-hand why they did it, how they approached it, and the transformational change it brought to the family unit - consisting of 3 generations,  6 family branches, and 29 family members.

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WealthCAP SPEAKS PodcastBy Succession Advisors