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Always On with Duncan MacPherson Podcast - Episode 46
2023-09-14 • 20 second read

Balancing Riches and Relationships: Family-Centric Wealth Management with Jeff Savlov

It is very common for first-generation, self-made, affluent people to shield their children from hardships. But that safety net can become a hammock of complacency…and entitlement!

In this episode, Duncan MacPherson joins Jeff Savlov, Family Business and Wealth Consultant, and the founder of Blum & Savlov, LLP. They discuss how to address family dynamics in wealth management — ultimately avoiding strained relationships among all future inheritors of wealth.

They discuss:

  • Why family dynamics play a crucial role in continuity and succession planning
  • Major challenges in family business succession (and how to address them)
  • Resources for financial advisors to help address family issues faced by affluent clients
  • How to engage families — including children — in the financial planning process
  • And more

Stream the new episode of Always On by clicking here: paretosys.co/AODM_ep46

We would love to hear your thoughts on this episode or answer any follow-up questions. Please feel free to reach out!

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