Valuables: The Rockefeller Rules

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March 2013
Many wealthy and affluent families are worried that their money may “spoil” or “ruin” their children/grandchildren, and that inherited wealth may lead to a great number of bad habits, dysfunctions, and unhappiness. Valuable Habits, Chores and Allowance, Online Resources. Download PDF


About the Author:

Paul is the co-founder of Concentus Wealth Advisors and currently serves as the Chief Operating officer of the firm. After graduating with his Finance degree from Georgetown in 1997, Paul spent three years working for Credit Suisse First Boston in New York on their institutional sales desk and then as Director of Global Equities Information Technology. Paul continues to use his technology expertise to bring cutting edge resources to the Firm and their clients. He currently resides in Berwyn, PA with his wife and four children.
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