At GYL Financial Synergies, our family office is dedicated to safeguarding and growing your family’s wealth while preserving your legacy.

In a recent discussion with Crain Currency, our CEO and Co-Founder Gerald Goldberg shared valuable insights on a key challenge for family offices: aligning wealth with values. “It really starts with making sure everyone has the same tools in their toolbox — at a minimum, financial literacy and basic budgeting skills,” he explained.

Read the full interview here: https://www.craincurrency.com/family-governance/educating-next-gen-family-offices-how-align-wealth-values.

#FinancialLiteracy #WealthManagement #FinancialPlanning

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