Betting on the Jockey
Is the above title a familiar expression?
At the May Colorado FPA chapter meeting, Courtney Pullen shared wisdom gleaned from interviewing scores of ultra high net worth families around the U.S. These are families who successfully navigate past the all-too-common phenomena: the siren call to shipwreck on the rocks of “shirtsleeve to shirtsleeve in three generations.”
They are families who “bet on the jockey.” Whether or not you or your clients are in this category, the principles still apply. (more…)