In this episode of Growing Up B2B, Ed Delia interviews the Co-Founder of Wealthrive, Peter Culver. Peter discusses the intersection of family dynamics and wealth management in high-net-worth family businesses.

Peter shares insights from his 25 years of experience, emphasizing the importance of communication, family governance, and aligning financial strategies with family values. He discusses common pitfalls in succession planning and the significance of involving the next generation. The episode highlights the need for both quantitative financial strategies and qualitative relational harmony to preserve wealth across generations.

Learn more about Peter's work HERE.

Connect with Peter on LinkedIn HERE.

Think you'd be a great guest on the show? Apply HERE.