Senior Vice President - Financial Advisor, Senior Portfolio Manager - Portfolio Focus
Different types of families have different approaches to building, preserving and passing on their family legacy. In the fourth report in our in-depth wealth transfer series, we look at how various families share their financial knowledge, prepare their inheritance plans, and educate the next generation on preserving family wealth. Download our Families and Wealth Transfer Report to learn more.
Economic growth that seems to have plateaued and an unwelcome embrace of populism have turned the investment case for European equities more opaque. Read the full economic outlook in the latest edition of Global Insight.
Learn more about the team.