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SMA Crown Confidential:
Our News and Updates


The Millennial Inheritance Question: How Digital Confidantes Help Rewrite the Rules
There is a conversation happening in boardrooms, family offices, and quiet moments of reflection among Millennial Executives : What do I actually want from this inheritance? Not what they are supposed to want. Not what previous generations wanted. But what they — this specific generation, with their specific values and vision — actually want to do with the wealth that is coming their way. The answer, increasingly, is: something different. The Inheritance Millennials Are Rece
6 min read
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