Wealth Education: ‘Philanthropy or Legacy: How to Build Purpose in the Next Gen’
In the eighth episode of the 3 Pillars Podcast, Peter Harper and Andrew Doust discuss wealth education and how establishing personal, family, and business goals can help build a long-lasting family office.
Wealth Management – A Liquidity Event is Just an Acceleration of Cashflow
Administration – People are More Successful and Happy With Good Support
The Legal Rule Book and the Role of the Fiduciary
How Do you Protect the Downside? – Building a Family Bank
Tax - How does a Liquidity Event Change the Risk Profile of a Taxpayer?
Accountability – You Get What You Measure
Values – What are your Family Values and Why are They Important?
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