How to Create + Pass Down Generational Wealth ...
ROCHESTER, N.Y. — As the “great wealth transfer” — a decades-long shift expected to move $84 to $124 trillion from baby boomers to heirs and charities — gains momentum, financial advisory firms are ...
Thierry Brunel is the Chief Investment Strategist at Matter Family Office, advising families and institutions on long-term wealth strategy. Among the ultra-wealthy, wealth transfer is no longer an ...