A unique Bank of America think tank is teaming up with Merrill advisors to help wealthy clients figure out what to do with their money. Indeed, even ultra-high net worth families worry about overspending and winding up broke.
BofA’s Center for Family Wealth Dynamics and Governance has developed four key questions for creating a robust, effective spending plan. In an interview with ThinkAdvisor, Valerie Galinskaya, managing director, and Matthew Wesley, director, unpack those questions — and reveal more about their focus on helping families to be strategic when making spending decisions.
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