White Papers

The Right Way To Manage Wealth

This article addresses important questions for the owners of substantial private wealth:

  •   What is the right way to manage wealth?
  •   What mistakes do most families make?
  •   How can families avoid those mistakes?

The management of private wealth should be based on a process that:

  1. Begins with a strategic plan from which long-term goals are developed;
  2. Is comprehensive in scope and addresses important interactions between wealth planning issues;
  3. Takes a long view; and
  4. Is as free from conflicts of interest as possible.

Learn more about Roy C. Ballentine, CLU, ChFC, CFP®.

Read more about important decisions we made, why we made them, and what it means to you.


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