Home Wealth Management Julia Fox and Why Millennials Focus Much less on Materials Wealth

Julia Fox and Why Millennials Focus Much less on Materials Wealth

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Julia Fox and Why Millennials Focus Much less on Materials Wealth

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Uncut Gems star Julia Fox not too long ago went viral for posting a TikTok video showcasing her residence, which was modest in comparison with the extravagant abode you may anticipate from somebody rich and well-known. Right now, many millennials are shifting away from shopping for luxurious houses.

On this episode, David Lenok speaks with Kelley Wolfington, senior wealth strategist at SEI Personal Wealth Administration, on why the housing pattern for high-net-worth people is shifting and the way it displays the present values handed on to the subsequent technology.

Kelley discusses:

  • Why the present technology believes in a values-driven spending
  • How rich millennials are selecting their monetary advisors
  • Why the situation of a home issues extra in a distant work atmosphere
  • The expectations for future generations to do one thing important past spending inherited cash
  • And extra

Assets:

Join With Kelley Wolfington:

Join With David Lenok:

About Our Visitor:

Kelley Wolfington supplies holistic recommendation within the areas of belief and property planning, wealth switch, philanthropy, succession planning, tax planning and household communications methods for ultra-high web value and excessive web value people and households. Her obligations embody collaborating with inside and exterior colleagues and companions to craft and ship such recommendation in addition to develop methods, strategies, instruments and supplies associated to those advisory areas. She helps facilitate a perpetual course of to enhance her shoppers’ situation by working with them to navigate objectives, values and visions for themselves, their households and their communities.

Browse extra episodes on this podcast sequence. … 

The Celeb Estates: Wills of the Wealthy and Well-known podcast is out there on Apple PodcastsAndroidStitcher and wherever podcasts are discovered. 

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