In a recent Business Insider feature, Rob Mallernee, Founding Partner of Eton Advisors, shares what more than 30 years of advising ultra-high-net-worth families has taught him about sustaining wealth across generations.
In the article, Rob identifies the habits that distinguish families who preserve wealth from those who don’t: cultivating a family culture rooted in purpose over entitlement, treating tax planning as a year-round discipline, holding core assets for the long term and maintaining a consistent, intentional approach to costs.
His central observation echoes a principle central to our work at Eton Advisors:
Multi-generational wealth is built not through a single decision, but through hundreds of careful ones over time.
You can read the full Business Insider article here.
