The Key Elements Of A Successful Wealth Transfer

Today we’re talking to Lori Coonen. Lori is a Family Legacy Coach and Heritage Design Professional. She has worked with families for over 20 years. And serves individuals and families who desire to keep their family strong and in harmony. Lori helps to connect generations, enhance communication and leadership skills, provide opportunities to identify common values and purpose within the family, and creates systematic intentional traditions for successful family wealth transitions. She is the...