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I've Advised Ultrawealthy Families for Decades: 4 Ways They Stay Rich
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I've Advised Ultrawealthy Families for Decades: 4 Ways They Stay Rich

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The CEO of a wealth management software company said hundreds of good decisions over many years is what preserves riches.

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 Insider has verified his employment. This piece has been edited for length and cl... [3535 chars]

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Source: Business Insider

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