Shows
Marc To MarketsWealth Beyond Measure: Insights From Ultra-High Net Worth InterviewsSend us a textOn 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...2024-12-0334 minMarc To MarketsPrivate Wealth Intersects With Family EngagementSend us a textNo two families are the same and no two families think about their wealth the same way. The success of a financial plan strikes the right balance between the monetary goals and emotional well-being. To learn more about how this can be done, I'm joined by Anne Bucciarelli, a Director in Bernstein's Family Engagement Institute. We cover a range of topics from: How do I ensure that my heirs have the necessary skills and to successfully steward our family’s wealth? What is the “right way” to begin talking to family about the extent of...2022-07-0526 min