I’ve seen how important it is to have a clear strategy for protecting and growing family wealth across generations. With over $140T set to transfer from baby boomers to younger generations, now is the time to act.
In this video, I share key steps to ensuring a bright future: organizing your financial affairs, assembling a trustworthy advisory team, and engaging your family in governance discussions.
How are you preparing the next generation to uphold and grow your family’s legacy?
Watch and explore additional insights at legacy-online.com.
