Wealth 3.0: The Future of Family Wealth Advising

Dennis T. Jaffe Phd, James Grubman Phd og Kristin

Bog | Engelsk

Beskrivelse

More than four decades ago, the field of family wealth advising began to emerge as a challenge to the tradition of caring only about the money. We now stand at the threshold to the next major transformation, strengthening the focus on family while sheddin…