Managing Director Susan Jenevein Shares Insight with Modern Luxury Dallas

“One of the most important ways working with a wealth advisor can start serving your family early on is through facilitating communication among family members to establish clear goals and help ensure everyone is on the same page,” explains Susan Wells Jenevein in a recent interview with Modern Luxury Dallas. In the article, she explains that while it’s true wealth management often comes to mind later in life or after substantial changes such as selling a company or welcoming a new family member, Tolleson demonstrates that its services are beneficial throughout your financial life.

Read the full article: 3 Ways Wealth Management Benefits Every Stage of Life