Wealth Beyond Measure: Insights From Ultra-High Net Worth Interviews

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On this episode I'm joined by Anne Bucciarelli, a Director in Bernstein's Wealth Strategies Group, who focuses on Family Engagement within the Ultra-High Net Worth space. Anne and I discuss her team's recently released research piece "Wealth Beyond Measure". The research sits at the intersection of wealth, business, and family. Anne's team interviewed families with net worths ranging from $100 million to $4 billion. On the podcast, we review the research and learn the top concerns for these families and discuss key insights learned from the interviews.

With any questions or comments, or to discuss your own financial situation, I can be reached at [e-mail] or 212-969-6655.

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