The Progenitor’s Dilemma

Doug Baumoel, Blair Tripp and Katie Spencer
Published: Sep 8, 2020

Wealth transition questions, commonly asked by family enterprise clients to their trusted FEA, include: How do I use my wealth to give opportunity but not nurture entitlement? How much should I give? When should I tell my children how much I am worth? This article offers a simple framework to help anchor the needed conversations […]

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