Matthew Wesley

Director, Family Wealth Dynamics and Governance at Merrill Lynch
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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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  • Culture eats structure for breakfast.

  • 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.

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