Business Insider
US · 1 hrs ago
✦ 72◉ Centre
I've advised ultrawealthy families for decades. The ones who stay rich do these 4 things.
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Quality 72/100
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◉ Centre ✓ Fair headline
Rob Mallernee, CEO of a wealth management software company with 30+ years advising ultra-wealthy families, outlines four habits wealthy families use to maintain their wealth, including instilling purpose in the next generation and practicing frugality.
I've advised ultrawealthy families for decades. The ones who stay rich do these 4 things.
Rob Mallernee is the CEO of Eton Solutions.
Courtesy of Rob Mallernee
Rob Mallernee has worked with ultra-high-net-worth families for more than 30 years.
He said the richest families tend to maintain their wealth with four habits.
Instilling purpose in the next generation and being frugal are key to preserving wealth, he said.
This as-told-to essay is based on a conversation with Rob Mallernee, 50, who is the CEO of a wealth management software company. He is based in North Carolina. Business
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