Featured on the Better Money, Better World podcast, Will Tickle, CFA, and Sheila Lawrence, MALD, CFP®, CAP®, discuss multi-generational wealth values, such as raising children who are grounded, engaged, and empowered to use their resources toward goals for the family, community, and society. They also highlight how Ballentine Partners uses creativity and innovation to help solve client and broader industry problems.
Listen to the full podcast here.
This presentation is intended for educational purposes only. Nothing herein should be construed as investment advice or a solicitation to invest in any security. Ballentine Partners employees were guests for this podcast and not compensated for their time.