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 philip.richter@innfeedback.com. Carolyn Yun is a client advisor at Hollow Brook Wealth Management. Contact her at carolyn.yun@innfeedback.com. Alan Bazaar is co-chairman and CEO of Hollow Brook Wealth Management. Contact him at alan.bazaar@innfeedback.com.
