I have a friend who worked for a "wealth management" firm here in Europe, and they had code names for all of their clients for privacy.
One of his clients asked for the code name "962" because that was the year the family had made their fortume. (!)
But as my friend told me, one of the main reasons they were able to keep the money in the family is that the vast majority of it passed to the eldest son, with other children getting only very little. It'd be interesting to know the relative entrepreneurial nature of kids that grow up wealthy, but don't get any real money.
One of his clients asked for the code name "962" because that was the year the family had made their fortume. (!)
But as my friend told me, one of the main reasons they were able to keep the money in the family is that the vast majority of it passed to the eldest son, with other children getting only very little. It'd be interesting to know the relative entrepreneurial nature of kids that grow up wealthy, but don't get any real money.