Showing results by author "Stephen H. Nelson CFA CFP® & Matthew E. Higbie CFA CFP® TPCP®" in All Categories
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Intentional Family Wealth Podcast
- By: Stephen H. Nelson CFA CFP® & Matthew E. Higbie CFA CFP® TPCP®
- Original Recording
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For families with significant wealth, the question shifts from "Will I have enough?" to "How do I steward this well?" Over years of working with affluent families, we've seen recurring concerns: How much should we give our children without harming their motivation or well-being? How do we live with purpose? How can we protect family unity from the challenges wealth can bring? And how do we balance enjoying our resources with giving? Join Stephen Nelson, CFA®, CFP® and Matt Higbie, CFA®, CFP®, TPCP® as they share insights on investing, tax planning, and raising grounded, capable children. ...
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