Transferring generational wealth involves more than financial assets
Family dynamics, philanthropic goals and the family’s legacy all play a part.
Philip Richter is president of Hollow Brook Wealth Management. Contact him at [email protected]. Carolyn Yun is a client advisor at Hollow Brook Wealth Management. Contact her at [email protected]. Alan Bazaar is co-chairman and CEO of Hollow Brook Wealth Management. Contact him at [email protected].
