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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.
By Succession AdvisorsFamily 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.