
Keith Alpert
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OCT 5
Aug 5, 2026
Family Wealth Manager: The Boom-Bust Rule Every Investor Ignores | Keith Alpert
16:06
16:34
16:42
16:53
16:59

Keith AlpertGUEST
So, um, my fiance's family, you know, um, had a, um, i- it's, it's actually an ex-stepmom, mom, okay, who, um, who has a, who, who has a son, uh, with, with her father that, you know, she, she had some, like, heart issues and she was looking to get her stuff in order 'cause she thought that, you know, she may not be around for much longer.

Keith AlpertGUEST
Um, and she wanted to, you know, it's not like it was a ton of money, but she wanted to make sure that it was going to the right place.

Keith AlpertGUEST
Um, and she wanted to not have her son, um, you know, receive the assets because he had, he was, uh, he had some gambling issues.

Keith AlpertGUEST
He was not responsible, and she wanted the money to go to, um, the granddaughter.

Keith AlpertGUEST
And, um, she had wanted my fiance to be the trustee on it because she knew that she would be, um, a clear-minded person and not, you know, bow down to this, to the, to the, to the brother.
