Published on Dec 3, 2013
Richard Del Monte, MBA, CFP®, CWC is a Preparing Heirs Facilitator, Wealth Transition Specialist and engaging Stewardship Workshop Leader on a quest to guide mission-driven affluent families to discover their purpose, fulfillment, and stewardship as a family, improving the family dynamics through a proven 4-step process modeled after successful families. Clients seek guidance from Richard in mentoring the next generation around how to avoid destroying inherited wealth, or letting it destroy them so that self-made families are able to deal with the complexities of wealth with fun and ease. Best of all, he teaches the keys to family teamwork so they can have closer relationships, greater joy and satisfaction, and more effective communication.
Richard has been serving self-made families in the areas of wealth management and multigenerational planning since 1985. He serves as a faculty member at the Institute For Preparing Heirs, and is a founding member of the Council for Shared Leadership, which established standards of excellence for values-based advisors and the families they serve. Richard has been featured in the Wall Street Journal, New York Times, Private Opportunities Club, Private Wealth Magazine, Trust & Estates, FOX Business News, and Family Wealth Report. Learn more at aplaceofpossibility.com or visit our Facebook page at: facebook.com/aplaceofposs...
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