The Psychology of Wealth and Complex Family Dynamics
August 6, 2020
In this Sand Hill Video Series, Chief Wealth Manager Sara Craven will interview Marlis Jansen (MA, LMFT, FBS) and Kjartan, Founders of Graddha, a consulting firm that helps families with substantial means understand and embrace wealth as stewardship and navigate their financial and emotional inheritance effectively.
In this interview, we will discuss:
--The challenges wealthy families have around talking about money, many times seeing it as a "Non-Versation"
--What it's like marrying into a family with substantial wealth
--How families of wealth can develop common values and come to terms on various issues that may be polarizing them
-- Topics including Family foundations, philanthropic causes and family offices
And a lot more!
Sand Hill Global Advisors (“SHGA”) is a registered investment adviser with the Securities and Exchange Commission however, such registration does not imply a certain level of skill or training and no inference to the contrary should be made. SHGA may only transact business in the states where the firm is noticed filed or otherwise exempt. For disclosures, including additional information on credential designations of SHGA representatives please see our Form ADV Part 2A and 2B Disclosure Brochures, which can be obtained by clicking here. SHGA is separately owned and unaffiliated with any other firm or entities mentioned or featured in this video. This video presentation may discuss certain investment products and/or securities and is being provided for informational purposes only, and should not be considered, and is not, investment, financial planning, tax or legal advice; nor is it a recommendation to buy or sell any securities. Investing in securities involves varying degrees of risk, and there can be no assurance that any specific investment will be profitable or suitable for a particular client’s financial situation or risk tolerance. Past performance is not a guarantee of future returns. Individual performance results will vary. The opinions expressed in the video reflect SHGA’s views as of the date of the video. Such views are subject to change at any point without notice. You should not treat any opinion expressed by SHGA as a specific inducement to make a particular investment or follow a particular strategy, but only as an expression of general opinion. Nothing presented herein is or is intended to constitute investment advice, and no investment decision should be made based solely on any information provided on this video. There is a risk of loss from an investment in securities, including the risk of loss of principal. SHGA does not guarantee any specific outcome or profit. Any forward-looking statements or forecasts contained in the video are based on assumptions and actual results may vary from any such statements or forecasts. SHGA encourages you to consult with a professional financial advisor prior to making any investment decision.
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