“Family governance” relies on fairly simple yet sound ideas, and processes, that we explore here.
Our clients require a highly experienced team of professionals to help coordinate and manage all aspects of their financial lives. They expect a dedicated team and comprehensive private wealth management practice. They demand clear options and elegant solutions so that they can make wise, informed decisions. That’s why a select clientele of corporate leaders choose the capable leadership and expertise of the Stephens Wealth Management Group.
Bryan Stephens is a private wealth advisor, senior vice-president—wealth management and senior portfolio manager. He focuses on providing wealth management to business owners, executives and attorneys predominantly in the New York metropolitan area. Together with the firm’s expert team of professionals, Bryan helps affluent families address their biggest concerns: preserving and protecting wealth, taking care of heirs and maximizing charitable intents. He is married, with two children, and lives in Westchester, N.Y.
Whether your wealth is first generation or the product of careful nurturing by heirs who preceded you, seeing your family
As of April 2016, there were 75 million baby boomers, and about 10,000 of them turn 65 every single day.1