Fees, Staying In Your Lane, and Why The Next Generation Matters Most

Send us Fan Mail A family relations director explains how staying disciplined in one investment lane can also mean missing generational opportunities like early AI bets, and why bringing the next generation in as genuine innovation partners (not just heirs) is what keeps multi-generational wealth resilient. The panel closes with the fee-structuring reality of when to pay $2,000-an-hour specialists versus mid-range project managers, and the one rule every operator on this panel was taught on d...