Purpose Driven Finances
Building Generational Wealth That Lasts
29:50
Key Takeaways
Building wealth is only the first step. Families must also prepare future generations to manage, preserve, and use it responsibly.
A portfolio needs more than a process for buying investments. It also needs a disciplined plan for protecting capital when markets decline.
Hope is not a risk-management strategy. Investment decisions should be guided by a defined process rather than…