September 19, 2017

How historians, psychologists may help the ultrarich avoid squandering fortunes

MINNEAPOLIS — A new breed of wealth consultant to America’s richest families is doing more than pore over financial reports. They’re digging into genealogy records and pulling out the therapy couch to help families avoid frittering away their fortunes. With baby boomers set to power an unprecedented wealth transfer in the coming decades, financial firms that…

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