“This individual — for whatever role that we're talking about getting them out of, whether it's driving the car, running the company, or being the trustee of the trust — a lot of their self identity is invested in that role, right?”

Mark Parthemer · said date not stated · reported 2026-08-20

Parthemer discusses how a wealth creator's self-identity is often tied to the roles they hold, requiring delicacy when transitioning them out.