Maintaining Wealth Momentum: The 3 Human Dimensions of Family Wealth

Maintaining Wealth Momentum: The 3 Human Dimensions of Family Wealth
15 May 2018 by Brooke Morimoto

 

In order to achieve multi-generational success, families need to understand the challenges that can impact their wealth. Looking through the lens of Wealth Momentum™, an experience-based family office model, Pitcairn identifies the three human dimensions of family wealth – The Individual, The Interpersonal, and The Institutional. Families gain a better understanding of how these dimensions can impact their wealth and how to make sure each receives the appropriate time and attention.

 

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