• Family Offices and The Wealth 3.0 Mindset

  • Apr 25 2024
  • Length: 30 mins
  • Podcast

Family Offices and The Wealth 3.0 Mindset

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  • Summary

  • Host Pat Soldano talks with Steve Prostano, Founder of the UHNW Institute, about transitioning existing family offices to a Wealth 3.0 mindset. This episode details understanding the complexity of the 10 Domains of Family Wealth and the new skills and approaches required to deliver integrated family wealth management solutions.
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