Archives for June 27, 2019

Making Wealth Last

June 27, 2019 by Yury Kolerov

“Someone is sitting in the shade today because someone planted a tree a long time ago.” Warren Buffet Acquiring wealth is one thing. But once acquired, how do you ensure it will “provide shade” that lasts for generations to come? Conventional advice recommends developing a shared vision based on family values and goals, conducting regular…

Filed Under: Accounting, Efficiency, Family office, Reporting, Risk management, Wealth management Tagged With: accountability, family office, Family Wealth Report, generations, holistic view, manual processes, spreadsheets, technology, wealth

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