Episode 195: Preserving Wealth Through Shared Values

Approximately 90 percent of wealthy families will see their accumulated wealth disappear within three generations. It shouldn't be surprising that the generations who had little or no role in creating the wealth have little respect for how hard it was to earn it and preserve it. In this episode, we talk with Pam Mowry, CEO of Canterbury Voices, about the importance of shared vision and values among families and the role that philanthropy plays in a successful financial plan.