Tune in to hear:

• Why do we need to begin to think about wealth in more qualitative terms with the upcoming Great Wealth Transfer?
• How can we better prepare heirs to understand their newfound relationship with wealth?
• Why does successful, multi-generational wealth preservation depend on more than investment performance? According to studies, what factors are key for the preservation of wealth across generations?
• What are the four invisible inheritances that accompany the inheritance of wealth?
• What is behavioral capital, and why do we inherit this long before we inherit financial capital?
• What is relational capital, and why is this a form of invisible inheritance?
• What are some of the crucial psychological differences between earned wealth and received wealth?

Links

• The Soul of Wealth

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