The 100-Year Wealth Management Plan

Perhaps you just sold the company your grandfather started one hundred years ago. Maybe you are a sixty-six-year-old CEO of a public company and have just announced plans to retire next year. You might have jus taken over leadership of your family’s financial estate following your father’s recent death and realized its great responsibilities, since your father always managed the family’s investments himself. Whether you are one of these three people or just the head of a wealthy family, you face the daunting task of steering the family’s financial ship. How will you do it?