Bridging Generations: How Family Offices Build Legacy & Teach the Next Gen

Send us Fan Mail In this episode of the Family Office Podcast, recorded live at our Beverly Hills Investor Club Summit, top family office leaders discuss one of the most important — and most human — aspects of wealth: how to communicate, educate, and connect across generations. From teaching children about finance and investing at an early age to integrating Gen 2 and Gen 3 into family office meetings, this conversation explores the values, respect, and real-world experiences that build last...