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The “Why” of Your Family Wealth Strategy
Apr 15 2024
Length: Less than 1 minute
Podcast

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The “Why” of Your Family Wealth Strategy

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Summary
Join Dr. Kirby Rosplock and guest Adam Hoffman for an insightful discussion about family wealth strategies. Adam introduces the Genus Model, which focuses on the key elements of people, risks, and resources in shaping a family wealth strategy, emphasizing the empowerment and strategic value it brings to clients and advisors in the family wealth space.

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