The Importance of Having “The Talk” Concerning Family Wealth




Enterprise Podcast Network show

Summary: <a href="https://epodcastnetwork.com/wp-content/uploads/2023/06/Steve-Braverman-2.jpeg"></a><br> Steve Braverman a co-Founder, Former co-CEO, and now co-Chairman of Pathstone, an advisory firm providing advice to help clients create, manage, and preserve wealth across generations joins <a href="https://epodcastnetwork.com/category/exclusive-interviews/enterprise-radio/" target="_blank" rel="noopener">Enterprise Radio</a>.<br> This episode of Enterprise Radio is on association with the <a href="https://epodcastnetwork.com/category/authors/">Author Channel</a>.<br> Listen to host <a href="https://www.linkedin.com/in/ericmdye/">Eric Dye</a> &amp; guest Steve Braverman discuss the following:<br> <br> * What tends to be the biggest blunder when it comes to transferring wealth from one generation to the next?<br> * Why does this happen so often?<br> * How do generational values play into the dynamics?<br> * You talk about how the process of wealth transfer is like a relay race. Describe what you do.<br> * What’s the best way to prepare the incoming generation for preserving the family’s legacy?<br> * You compare a relay race to how Families of wealth can help future generations identify and succeed. How else can this concept apply to other situations not about wealth transfer?<br> <br> <br> Steve Braverman is the co-Chairman of Pathstone, an advisory firm providing advice to help clients create, manage, and preserve wealth across generations. His book, <a href="https://www.amazon.com/Your-Time-Baton-Winning-Stewardship-ebook/dp/B0BHTPDXBB/" target="_blank" rel="noopener">Your Time with the Baton – Winning the Relay Race of Family Wealth Stewardship</a> (Advantage, March 7, 2023), shares how to embrace the opportunity of wealth management and transfer.<br> <a href="https://epodcastnetwork.com/wp-content/uploads/2023/06/BOOKcover-Your-Time-with-the-Baton-Braverman-2-scaled.jpeg"></a><br> Website: <a href="https://yourbatontime.com" target="_blank" rel="noopener">https://yourbatontime.com</a><br> Social Media Links:<br> Linkedin: <a href="https://linkedin.com/company/pathstone-family-office" target="_blank" rel="noopener">https://linkedin.com/company/pathstone-family-office</a><br> Instagram: <a href="https://instagram.com/pathstone" target="_blank" rel="noopener">https://instagram.com/pathstone</a><br> Facebook: <a href="https://facebook.com/PathstoneModernFamilyOffice" target="_blank" rel="noopener">https://facebook.com/PathstoneModernFamilyOffice</a><br> Twitter: <a href="https://twitter.com/pathstone" target="_blank" rel="noopener">https://twitter.com/pathstone</a><br> <br> People also listened to this: <a href="https://epodcastnetwork.com/from-african-immigrant-to-u-s-air-force-nuclear-missile-operator-how-one-man-turned-hardship-into-heroism/" target="_blank" rel="noopener">From African immigrant to U.S. Air Force nuclear missile operator — How one man turned hardship into heroism</a><br>