Conversations with Multigenerational Clients

 

As managing director of 21/64, a non-profit consulting firm assisting multigenerational families and their advisors, I’ve learned that success is achieved when families and advisors are intentional and invest in preparing their next generations for their imminent responsibilities. Over the years, I’ve spoken with thousands of donors who aspire to be effective philanthropists and  leave a legacy to their children and grandchildren, yet struggle with how to mak

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