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A lively and thoughtful discussion about the opportunities and challenges associated with preserving and managing wealth.
Harnessing Your Family's Human and Intellectual Capital: The Key to Sustaining Wealth for Generations
Wealth Matters
4 years ago
Harnessing Your Family's Human and Intellectual Capital: The Key to Sustaining Wealth for Generations
Natalie Smailes/Director of Governance, Center for Family Legacy at Truist Natalie Smailes joined Truist Wealth in 2015 and is a Senior Vice President and the Managing Director of Strategic Client Development within the Center for Family Legacy. Natalie works with the Center for Family Legacy team to deliver the full breadth of Governance and Education [...]
Wealth Matters
A lively and thoughtful discussion about the opportunities and challenges associated with preserving and managing wealth.