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109 Navigating family dynamics: Multigenerational wealth
Manage episode 270997716 series 1252126
Helping a family manage and maintain their wealth over multiple generations can be a complicated and potentially unhappy affair.
Courtney Pullen joins the podcast to provide actionable advice to help you navigate the challenges of multigenerational wealth, including why his background in psychology has helped him find success in this area of wealth management.
For full show notes and links mentioned in this episode, visit http://bmogam.com/betterconversations
136 tập
109 Navigating family dynamics: Multigenerational wealth
Better conversations. Better outcomes. | Presented by BMO Global Asset Management
Manage episode 270997716 series 1252126
Helping a family manage and maintain their wealth over multiple generations can be a complicated and potentially unhappy affair.
Courtney Pullen joins the podcast to provide actionable advice to help you navigate the challenges of multigenerational wealth, including why his background in psychology has helped him find success in this area of wealth management.
For full show notes and links mentioned in this episode, visit http://bmogam.com/betterconversations
136 tập
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