Host Peter Moustakerski speaks with Coventry Edwards-Pitt about what she has learned through working with families looking to prepare their next generation to be good stewards of wealth. She shares insights from her research into the discrepancy between what parents want and what their children need, and discusses practical tools and approaches to manage that rift.

Listen to podcast here.


Disclosure Information: This presentation is intended for educational purposes only. The Ballentine Partners employee was a guest for this podcast and not compensated for her time.