I enjoyed this interview with the Star, where we discussed inflation, wealth management, talking to kids about family wealth, and clients I won’t work with. If you think I’m helping you craft a wealth plan for you, that’s only partially true. I’m doing it for the kids. Read the interview to learn more!
- May 20, 2025
For many high-achieving professionals, May isn’t a time to slow down—but it is a time of shifting perspective. The…
