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The Dilemmas of Family Wealth
Insights on Succession, Cohesion, and Legacy
About the Summary
Judy Martel, CFP, offers guidance to wealthy families and their advisers on how to avoid conflicts brought on by greed, selfishness, and shortsightedness which often surface when dealing with family wealth. Martel gathers additional advice and perspectives from top experts in the field as well as from family members who have been successful in keeping the wealth within the family.
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