How to be a wealth 3.0 lawyer


The book of 2023, Wealth 3.0: The Future of Family Wealth Advisory,1 and some related articles2 outline a new perspective on wealth counseling for families. The perspective is based on a historical context in which, roughly before 1985 and still dominant in many areas of wealth management, the “Wealth 1.0” era focused primarily on the financial assets of the family without much concern for the emotional, psychological governance of the family. or long term



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