News & Insights – Proformex

Discovering a Family’s Purpose Can Save the Family a Fortune

Written by Admin | Jan 5, 2017 5:11:00 AM

Transferring wealth to future generations is most successful when the values of the generation who built the wealth are transferred as well. Wealthmanagement.com’s Steven Abernathy explains why helping families identify a shared purpose can serve as the foundation for helping wealth flourish for generations to come.

Read full article: Discovering a Family’s Purpose Can Save the Family A Fortune