Why Culture Outweighs Wealth in Family Success

Brian C. Adams and David Wells delve into the shifting dynamics of family offices, highlighting the critical role of intentionality, cultural alignment, and thought leadership in wealth management. Drawing from his extensive experience in the family office sector, David shares valuable insights, emphasizing the importance of relational engagement and clarity around family goals and values. Their conversation explores how family offices can foster effective long-term planning and examines the pivotal influence of culture in shaping family dynamics and legacy.

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