» Topic: How Are You Preparing Your Kids for Wealth Management?Bonner & Partners

Tuesday, 16 January 2018

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How Are You Preparing Your Kids for Wealth Management?

Welcome! Forums Family Governance How Are You Preparing Your Kids for Wealth Management?

This topic contains 0 replies, has 1 voice, and was last updated by  Emma Walsh 2 years, 9 months ago.

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    Emma Walsh
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    Will has identified some potential gaps in the model his family implemented to manage the family portfolio, and he is now looking at ways to proactively bridge those gaps. In particular, he is considering ways he and his siblings can improve their money-management and investing experience, without risking the family wealth. What strategies do you use to prepare your children for the task of managing the family portfolio?

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