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Winning the relay race OF
family wealth stewardship
EMBRACING THE OPPORTUNITY of WEALTH MANAGEMENT and TRANSFER
FROM HIS PERSONAL AND PROFESSIONAL EXPERIENCE, Steve Braverman has learned that wealth management and transfer needs to be defined by far more than just numbers. Personal and professional experience has taught him that much more goes into creating a successful legacy. With Your Time with the Baton he moves beyond the basics of setting up a trust and having good investments to the challenges of communicating with family about what is often a difficult subject.
Steve makes it clear that everyone involved in managing, consuming, and transferring family wealth needs to think about what wealth means, what the family values are, why the grantors want to pass their money on, and what the inheritors want to do with it. They need to establish an ongoing dialogue that takes each person involved seriously.
Ultimately, all of these people will function best as part of a team, like runners in a relay race, working together, listening to, learning from, and celebrating each other, thereby making the individuals on the team more fulfilled and the team more successful—and, he hopes, also contributing to society in creative and lasting ways. That is a legacy that anyone can be proud of.
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