Legacy Wealth Transfer

In this episode, you'll learn three key insights about family legacy wealth transfer. First we talk about how to meet with families to discuss their legacy and wealth transfer and why an holistic approach is important, as well as family dynamics and traditions and incorporating new family members. Second, we go into the importance of mindset surrounding your business if you want to pass it down to the next generation and how your attitude as an owner will affect your plans for the future and ...