Advisors say blending informal gatherings with clear ground rules helps UHNW families discuss legacy, values and wealth transfer
Gregg Greenberg is a multimedia anchor and retirement & planning editor at InvestmentNews. With a strong focus on finance and personal finance, he covers a range of topics including wealth management, retirement planning, and investment strategies. Gregg's insights and expertise have been featured in Global Finance Herald, Wealth Professional Canada Magazine, and several other notable publications.