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Family Wealth Manager: The Boom-Bust Rule Every Investor Ignores | Keith Alpert
Keith Alpert spent most of his life with almost no view into his family's wealth — until a single conversation turned him into the full-time steward of his father's estate. Six years, and one $100 trillion generational wealth transfer later, Keith opens up about what it actually takes to manage a family fortune: the week-long inventory that started it all, the "gold digger" email that blew up trust in his own family, and the exact conversation he now recommends every adult child have with their parents before it's too late.
In this episode, you'll learn:
• Why the first real step toward…
The skinny
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