109 Navigating family dynamics: Multigenerational wealth

Better conversations. Better outcomes. | Presented by BMO Global Asset Management

Helping a family manage and maintain their wealth over multiple generations can be a complicated and potentially unhappy affair.

Courtney Pullen joins the podcast to provide actionable advice to help you navigate the challenges of multigenerational wealth, including why his background in psychology has helped him find success in this area of wealth management.

For full show notes and links mentioned in this episode, visit http://bmogam.com/betterconversations