My biggest client is a trust fund kid who burns through two hundred thousand a year on nonsense and I watch his grandfather's legacy disappear.
More people experience this than they realize.
Witnessing the destruction of generational wealth forces us to confront our own values about money and responsibility.
“Where Are You with Financial Services — Financial Advisory & Wealth Management?”
Peri can explain why this happens, help you decide if this is the right situation for you, and point toward the right journey or coach.
If this sounds familiar, the Library can help you find the bigger picture.