Morgan Stanley
  • Private Wealth Management Audiocast
  • Dec 3, 2019

Shared Stories: The Foundation of Family Harmony

With Mitzi Perdue and David Bokman


When wealth is passed from one generation to the next, families enter a delicate transition period. It can either exacerbate divisions within a family or bring members even closer together. We turn to Mitzi Perdue, who comes from two major family business empires — Sheraton Hotels and Perdue Farms — for lessons she’s learned after experiencing wealth transfer twice.

In this episode, Mitzi will share the story of her two very different wealth transfer experiences. We will also gain advice from David Bokman, Morgan Stanley’s co-Head of Family Office Resources and learn how to prevent conflict, reconcile disputes, and keep a family united around shared values despite emotionally fraught circumstances that may arise during wealth transfer.