by FamilyTrust | Oct 23, 2013 | Advisor Team, Estate Administration, Family Succession, Legacy Resources
Families who successfully transfer their wealth from generation to generation focus on their human capital first. Their secret is to begin with values and include all four wealth pillars. They build strength and communication within the family, customizing...
by FamilyTrust | Oct 23, 2013 | Family Preparation, Family Succession, Featured Articles, Historical Legacies, Legacy Resources
Generational Succession Systems Help Sustain Family Core Values Below are the eight areas of a legacy planning estate plan that create a strong and healthy structure upon which your family can build long-term success: (Click links to scroll down for more information.)...
