Sunday, April 14, 2024
CEOWORLD magazine - Archive in Steve Braverman

Steve Braverman

Steve Braverman

Steve Braverman is a co-founder, former co-CEO, and now co-Chairman of Pathstone, an advisory firm providing advice to help clients create, manage, and preserve wealth across generations. His book, Your Time with the Baton – Winning the Relay Race of Family Wealth Stewardship (Advantage, March 7, 2023), shares how to embrace the opportunity of wealth management and transfer.

Steve Braverman is an opinion columnist for the CEOWORLD magazine. Connect with him through LinkedIn. For more information, visit the author’s website CLICK HERE.
Steve Braverman
Tech and Innovation

The Importance of Having “The Talk” Concerning Family Wealth

A surprising number of families are unprepared for wealth transfer. A recent study found that just 50 percent of North American family offices have a succession plan in place. In some cases, the reason stated was “discomfort in discussing the sensitive subject matter.”   Successful wealth transfer takes into account the needs, wants,...