HNW Family's Wealth Dynamics: Who's Really In Charge?

This publication speaks to an expert in unpacking the sometimes unequal positions in which family members and couples find themselves in over money and the control of wealth.

Regular Family Wealth Report contributor Joe Reilly, who has interviewed a number of prominent wealth industry figures for this publication, turns his attention to Kristin Keffeler, who is the founder and owner of Illumination360. Keffeler is an advisor and certified professional coach working with enterprising families, families of wealth, and rising generation family members. They discuss her interesting work on unequal financial dynamics in couples.

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Author Keffeler talks about hidden ‘tripwires’ of inherited wealth

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Becoming the Rising Generation: Uncovering the Path to Thriving for the Next Generation in Ultra-high Net Worth Families