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Inside the Family Office: What Do Successful Multi-Generational Families Have in Common?
What helps some families preserve wealth across generations while others struggle to maintain it?
According to Mel Lagomasino, Managing Partner at WE Family Offices, successful multi-generational families tend to share three characteristics: a clear set of family values, a disciplined approach to managing wealth and an intentional process for preparing future leaders.
Drawing on more than four decades of experience advising wealthy families worldwide, Mel discusses these themes with fellow Managing Partner, Michael Zeuner, in the first episode of our new podcast conversation series, Inside…
The skinny
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