Your Time With The Baton: Winning the Relay Race of Family Wealth Stewardship

Your Time With The Baton: Winning the Relay Race of Family Wealth Stewardship

by Steve Braverman
Your Time With The Baton: Winning the Relay Race of Family Wealth Stewardship

Your Time With The Baton: Winning the Relay Race of Family Wealth Stewardship

by Steve Braverman

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Overview

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.

Product Details

BN ID: 2940186634218
Publisher: Advantage Media Group
Publication date: 03/07/2023
Sold by: Barnes & Noble
Format: eBook
File size: 1 MB

About the Author

STEVE BRAVERMAN is the founder and CEO of Pathstone, a wealth management firm that runs family offices for two hundred families. After a career as an investor, which included starting his own successful investment firm, Steve took over the management of the Braverman family wealth created by his entrepreneurial father. Eventually, he was hired as the CEO of a wealth management firm and ultimately founded Pathstone. Steve knows wealth management and transfer intimately, from both the client and client service sides, and enjoys sharing that knowledge with the world.
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