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As $124 Trillion Changes Hands, Wealth Firms Are Transferring the Money but Losing the Family

Source: PR Newswire

Product LaunchesPrivate Markets & Venture

Story Elevate announced The Family Constitution, a service intended to help multi-family offices pass on family identity, judgment and purpose alongside capital. The announcement follows seven years of private work with wealthy families; the provided article excerpt gives no pricing, adoption figures or financial impact.

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