George Stefanou

George Stefanou, a wealth advisor and author of 'Two-Comma Wealth,' delves into the unique challenges faced by first-generation millionaires. He discusses the emotional aspects of estate planning and the importance of family discussions to foster cohesion. George highlights how heirs can avoid the pitfalls of a 'windfall mentality' and emphasizes the role of advisors in bridging gaps between financial literacy and family governance. They also explore the significance of storytelling in passing down family values, ensuring a harmonious legacy.