Crain Currency: What you may not know about the great wealth transfer
“No one likes to talk about mortality, but it’s a reality. As the creators of wealth age, we encourage clients to bring the next generation into these discussions.”
Our CEO and Founder Keith Bloomfield was recently featured in Crain Currency, where he shared his unique perspective on the great wealth transfer and how ultra-high-net-worth families can best navigate the complexities of intergenerational wealth.