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Steve Braverman a co-Founder, Former co-CEO, and now co-Chairman of Pathstone, an advisory firm providing advice to help clients create, manage, and preserve wealth across generations joins Enterprise Radio.For more interesting financial news podcast join exclusive enterprise podcast program.
This episode of Enterprise Radio is on association with the Author Channel.
Listen to host Eric Dye & guest Steve Braverman discuss the following:
- What tends to be the biggest blunder when it comes to transferring wealth from one generation to the next?
- Why does this happen so often?
- How do generational values play into the dynamics?
- You talk about how the process of wealth transfer is like a relay race. Describe what you do.
- What’s the best way to prepare the incoming generation for preserving the family’s legacy?
- You compare a relay race to how Families of wealth can help future generations identify and succeed. How else can this concept apply to other situations not about wealth transfer?
Steve Braverman is the co-Chairman of Pathstone, an advisory firm providing advice to help clients create, manage, and preserve wealth across generations. His book, Your Time with the Baton – Winning the Relay Race of Family Wealth Stewardship (Advantage, March 7, 2023), shares how to embrace the opportunity of wealth management and transfer.
Website: https://yourbatontime.com
Social Media Links:
Linkedin: https://linkedin.com/company/pathstone-family-office
Instagram: https://instagram.com/pathstone
Facebook: https://facebook.com/PathstoneModernFamilyOffice
Twitter: https://twitter.com/pathstone
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