Matthew Wesley | Source | Director, Family Wealth Dynamics and Governance at Merrill Lynch
Matthew Wesley
With a career that spans twenty-nine years as an estate planning attorney, family advisor, facilitator, and consultant, Matthew helps address the complex issues of generational transition, family culture and ongoing governance. These issues often affect family enterprise succession, philanthropy and wealth transfer.
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Merrill Lynch (https://www.ml.com/)
Director, Family Wealth Dynamics and Governance
started Jul 2016
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Heirs in the Dark on Family Wealth Decisions, Finds Study by Merrill Private Wealth Management
Bank of America today announced the findings of a new study conducted by Merrill Private Wealth Management, which found that 64 percent of wealth holders...
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ASK: Stacy Allred - 425 Business
It’s all about family for Stacy Allred of Bellevue’s Merrill Center for Family Wealth. Allred has meaningful discussions with parents and kids about managing assets in a way that reflects their values.
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Culture eats structure for breakfast.
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The best form of financial parenting and a big part of improving the outcome of decisions involves putting more care into the decision-making process itself.
