The 10 Percent

Let’s Talk Family Enterprise Podcast – Episode #9

Host:  Ruth Steverlynck, LLB (Hons.), FEA

Guest:  Courtney Pullen, M.A., President, The Pullen Consulting Group

Family enterprise clients rarely want to fail at wealth transition, yet the research finds that most do. Host Ruth Steverlynck sits down with Courtney Pullen, author of Intentional Wealth: How Families Build Legacies of Stewardship and Financial Health to take a deep dive on those families—the ten percent—that manage to build lasting patterns of emotional and financial health to see the common attributes that advisors can learn from to help our family enterprise clients with similar aspirations for a successful transition of their wealth.

Mentioned in this episode