Few families are able to pass along their wealth successfully to the next generation. The barriers to keeping money in the family are much more formidable than the barriers to making money in the first place. Why should this be? What pitfalls are most common? How can families and their advisers increase the odds of a successful intergenerational transfer of wealth? How can they preserve the family’s human and intellectual capital
Judy Martel
Judy Martel, CFP®, is a former vice president at Asset Management Advisors (AMA), a leading multifamily office and subsidiary of SunTrust Banks, Inc. Martel has twenty years of experience in journalism and public relations. She was a newspaper journalist for eleven years, and she has written extensively on wealth issues and family dynamics for such publications as Robb Report Worth, Town & Country, and Vive magazine where she writes a regular column. She is a certified financial planner.
Judy Martel
Bloomberg Press