Family Offices Need ‘Wealth 3.0 Mindset’ to Succeed in Future, Says Ultra High Net Worth Institute Founder Steve Prostano, in New Policy and Taxation Group Podcast
With Host Pat Soldano, Conversation Delves into ‘Holistic Approach’ and the ‘10 Domains of Family Wealth’ Management A new approach for family office executives to successfully manage family wealth must focus on a “3.0 Wealth Mindset,” according to Steve Prostano, Founder and Chairman of the Ultra High Net Worth Institute.