Overtime Earnings

Why Governance is Key to Family Wealth


Listen Later

Ken and David discuss the critical role of governance in managing family wealth. They explore how effective governance can prevent the mismanagement of wealth across generations. The conversation emphasizes the importance of communication, decision-making roles, and the need for a structured approach to wealth management. They also highlight the role of financial advisors as essential team members in navigating the complexities of wealth governance. PPG-8803874.1(04/26)(exp.04/30)

...more
View all episodesView all episodes
Download on the App Store

Overtime EarningsBy Ken Handy and David Baker, CFP®, ChFC®, CLU®, RICP®, AIF®