Everyday MBA cover image

Maintaining Generational Family Wealth

Everyday MBA

00:00

Three action items to start today

James gives three steps: create a family statement, hold formal meetings, and be transparent with finances.

Play episode from 17:20
Transcript

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app