Episode 154 Having the Hard Conversations Around Multi-Generational Wealth

Jonathan Foster, President and CEO at Angeles Wealth Management, has a created a stratgic vision for his firm that taps into his deep understanding of family wealth dynamics and the unique wealth management needs of ultra-high-net worth families and individuals. As co-founder of Angeles Wealth, Jonathan played a key role in developing the platform that offers comprehensive wealth advice and institutional-quality investment solutions to generationally wealthy clients. We get deep on how he helps clients create and preserve multi-generational wealth.