There is far more to success than reaching a level of wealth. In fact, for the patriarchs and matriarchs of these families, it is about being an effective steward of the assets and the relationships impacted by it. The key to deep understanding lies in digging deeper to the undiscovered drivers and finding a different way to be with family, wealth, and the advisors to both – and ultimately discern what matters most. In this eye opening and somewhat unexpected discussion, Joe will share the insights he’s gained from working with hundreds of families through his life’s work. Walk away with a few tools and reminders for how to recognize the unseen forces shaping every wealth-biased relationship, choose who we partner and collaborate with, and rediscover how to own curiosity as your first reaction.
