Wealth 3.0 in Practice

(opens in new tab)Following up on the first Trusts & Estates article in the series on Wealth 3.0, this article(opens in new tab) provides further depth and detail on how the principles of Wealth 3.0 can be applied by advisors in working with client families. It contrasts the traditional pessimistic and fear-based approaches to wealth advising (“tell me what keeps you up at night” and “wealth normally doesn’t survive three generations”) with more modern, less biased, and more useful approaches that help clients succeed.