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Preparing Families for Legacy: Rockefeller’s Family Values & Dynamics Practice
Автор: Rockefeller Capital Management
Загружено: 2025-12-08
Просмотров: 169
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Mallory Findley, Head of Family Values & Dynamics at Rockefeller Capital Management, introduces a practice designed to help families explore their identity, strengths, and relationship with money. Through three distinct lenses: personal, professional, and financial, families gain the clarity and confidence needed to navigate wealth and legacy with intention. This approach goes beyond traditional financial education, offering tools that empower families to lead with purpose and preserve what matters most.
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