Sarah Bradley

Private Client Manager

“9 out of 10 wealthy families lose their net worth by the third generation”


Sarah studied accounting and psychology at Texas A&M University before starting her career as a CPA at PricewaterhouseCoopers. Now at Archetype, she loves working with a team focused on helping families thrive across generations.

Research shows that 9 out of 10 wealthy families lose their net worth by the third generation. Over 90% of transfers fail due to a breakdown in family trust and communication, inadequately prepared heirs, and a failure to establish a family mission. Sarah guides families through a principles based approach to mitigating the technical and relational risks that threaten their wealth. Together with each family, she designs a strategic plan rooted in the values of the family and assembles the appropriate team to execute.

Source: The Williams Group

Read Sarah’s Blog

Phone:
(346) 352-2366

Email:
sarah.bradley@archetypewealth.com

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