In dealing with families on a holistic planing level, we often provide guidance on wealth transfer. Given the uniqueness of family dynamics, these discussions can surround many topics. Assets aside, wealth transfer should also be accompanied by knowledge transfer in order to truly provide a financial foundation for the next generation.
I recently had the opportunity to share our thoughts on wealth transfer processes and family strategies with Jeffrey Davis and Radio Entrepreneurs. We hope you will enjoy the interview below, and we welcome any questions if you would like assistance with facilitating difficult financial discussions.