ESCP Europe

Item type

Book

Language

English

Publication year

2023

Contributors

• KEFFELER, Kristin

ISBN

9798218229450

Note

• Notes

Subjects

FINANCIAL INSTITUTION SECTOR - FAMILY BUSINESS

More than four decades ago, the field of family wealth advising began to emerge as a challenge to the tradition of caring only about money. We now stand at the threshold of the next major transformation, strengthening the focus on family while shedding the fears and flaws that invaded beliefs about the rich. Written by three renowned experts, Wealth 3.0: The Future of Family Wealth Advising outlines how the field arrived at this point and what will be needed to establish a positive vision of family wealth. Through relatable stories and insightful recommendations, Wealth 3.0 is a modern manifesto. It challenges family wealth advising to become the enduring, scalable, rigorous profession it was always destined to be.