Kevin Moran, COO – AlTi Tiedemann Global (EP.39)
Investment Management Operations
00:00
Navigating Wealth Transfer: The Importance of Financial Education
This chapter explores the crucial role of education in wealth transfer within families, highlighting the need to understand financial markets and tax implications. It underscores the importance of communication and alignment with values to ensure the next generation is prepared to manage substantial capital.
Transcript
Play full episode
